David Werdiger | Business consultant

David Werdiger

Phone: +61 3 8611 1150

Address: Box 157 Collins St 8007

Website: https://davidwerdiger.com/speaker/

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• Public figure
• Business consultant
• Motivational speaker

24.01.2022 How Sale-Ready Is Your Business? Three Essential Steps https://davidwerdiger.com/2020/02/sale-ready/ For a business founder, their investment in the business is multi-dimensional: financial and emotional. Selling the business isn’t just an event, it’s a journey. So argues the author of this article, an author, advisor and figure in the wealth management industry. There is a lot of commentary at the moment about business owners selling and transferring what they have built. ...It is an emotional and challenging process and the field is littered with stories of owners wondering if they had sold a business too cheaply, or that the process was arduous and complicated. Advising such business owners on these transfers is a big growth area in the North American wealth management industry. To talk about the topic is David Werdiger, who is an advisor on intergenerational wealth transfer, a succession planner, adjunct professor, speaker and author. This news service is pleased to share these views with readers and invite responses. The usual editorial disclaimers apply. The number of businesses bought and sold hit a record level in 2018 (1). Yet, the majority of business owners fail to prepare for a sale-ready operation, leaving five to six figures on the table for any one transaction. This article gives three key essentials to being prepared and optimizing for a better profit. Read the full article at https://www.fwreport.com/article.php?id=186400 (subscription publication) As a third party advisor to #familyoffice and #familybusiness Werdiger often helps guide the #intergenerational parties to a win-win-win result. For more in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Family Matters newsletter: https://www.transitionbook.co/member-area/6cf3b890596 or book a call or speaking engagement at https://www.davidwerdiger.com influenced and partly based on the Book E-Myth Revisited case study. Family Business Advisors-Counseling Actionable Generational Wealth Succession. #newfamilyoffice #familyworth #nextgeneration #newmoney #intergenerationalwealth #entrepreneurship #salereadybusiness #generationwars

18.01.2022 https://www.totalprestigemagazine.com/david-werdiger/ An excerpt... Q: As a consultant, coach and serial entrepreneur, what is the biggest problem most business owners make today and how would you fix them? A: Business owners don’t spend enough time on company culture and governance. They develop risk mitigation plans, but often don’t realize the risk that sits with them, if they have to make sudden changes to their own lives. Being indispensable means you can never take a v...acation. It means the business loses money when you’re not attending to it constantly. It means that if something happens to you tomorrow, the business won’t survive. The solution is to understand the governance and custodianship aspect of being a business owner. It’s not just about running your business on a day-to-day basis, it’s about building and creating something of value to you and to the world you serve. So culture and governance have to become conscious and integral parts of ownership, rather than afterthoughts... Today Werdiger works from the #nextgeneration of EY Family Office Guide 2019 as the bridge between generations through The Nathanson Pearson Family Office Advisory. Utilizing technology tools like his exclusive Business Succession Risk Assessment (BSRA) programs and his Bridge Between Advisory Services (BBAS). Learn more about David Werdiger and his Programs of excellence at http://davidwerdiger.com and on social networks @dwerdiger and @davidwerdiger. For more in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of Family Matters: https://www.transitionbook.co/family-matters influenced and partly based on the Book E-Myth Revisited case study. Or, apply to speak directly about your goals for the new year https://www.masteryourbusinessandlife.co/. #familybusiness #familyenterprise #familylaw #successionplanning #retirement #wealthmanagement #generationalwealth #nextgen

14.01.2022 "I love what I do" With over ten years of public speaking, narration and emcee work under his belt, David relized his new passion in 2013. From a keynote to 100 high net worth individuals to master of ceremonies for large crowds of 2000+, he can hold an audience and carry an event smoothly from start to finish. His ability to combine and connect different areas of his broad expertise make his lectures an insightful treat that keeps audiences engaged. His areas of expertise in...clude: - Entrepreneurship and innovation, technology - Philanthropy, including strategic philanthropy, intergenerational issues - Private Wealth audiences - Leadership & governance, particularly in the not-for-profit world and the Jewish community - Spirituality and Judaism - Living in a digital world The really interesting lectures and presentations are the ones when several of these topics are combined that’s when the magic happens! To book David for your event, send inquiry here: https://davidwerdiger.com/request-for-speaking/ See a list of David’s recent speaking engagements. Upcoming: Mar 2019 Prestel & Partner Dubai Apples & Trees; An Intergenerational Family Relations Presentation May 2019 Prestel & Partner Singapore Succession Planning: Timing and Management Recent Past: Nov 2019 Private Wealth Network Melbourne How to Avoid the 7 Deadly Sins of Wealthy Families May 2019 Marcus Evans Macau Like Father, Like Son; Succession Planning Case Studies Mar 2019 Prestel & Partner Singapore Family Office Best Practices Mar 2019 Private Wealth Network Singapore How to Avoid the 7 Deadly Sins of Wealthy Families Feb 2019 Private Wealth Network Adelaide, Auckland, Sydney How to Avoid the 7 Deadly Sins of Wealthy Families Jan 2019 Singapore Business Federation Singapore Maintaining harmony in the Family Business To book David for your event, send inquiry here: https://davidwerdiger.com/request-for-speaking/ For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Familosophy newsletter (formerly Family Matters): https://www.transitionbook.co/member-area/6cf3b890596 or book a call or speaking engagement at https://www.davidwerdiger.com influenced and partly based on the Book E-Myth Revisited case study. Actionable intergenerational wealth planning practices. newfamilyoffice #familyworth #nextgeneration #newmoney #intergenerationalwealth #entrepreneurship

12.01.2022 I am speaking about "Apples & Trees" An intergenerational family relations presentation, at Dubai 2020 Edition - The Prestel & Partner Family Office Forum Collection. Would you like to attend? https://www.linkedin.com//dubai2020edition-theprestel-par/ The Palace Downtown Dubai, Downtown Dubai, Dubai, AE... March 3, 2020, 9:00 AM - March 4, 2020, 5:30 PM To book David for your event, send inquiry here: https://davidwerdiger.com/request-for-speaking/ For additional in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Familosophy newsletter (formerly Family Matters): https://www.transitionbook.co/member-area/6cf3b890596 or book a call or speaking engagement at https://www.davidwerdiger.com influenced and partly based on the Book E-Myth Revisited case study. Actionable intergenerational wealth planning practices. newfamilyoffice #familyworth #nextgeneration #newmoney #intergenerationalwealth #entrepreneurship #FOspeaker #businessspeaker #authorspeaker

07.01.2022 What is Your Business Worth? https://bizcourse.transitionbookbonus.com/1 While the business brings in plenty of cash, which owners have invested in other assets. What is it really worth? None of the children want to join the family business, but who would buy it? The owners are so important to the brand that they're almost irreplaceable. The business has become almost a lodestone that ties them down rather than something that facilitates their lifestyle as the family has grow...n and spread their own wings. While I enjoyed growing their business and doing all the tasks within business context, in the back of my mind, I didn't want to end up like them. I didn't want a business that tied me down and kept me from doing the other things I wanted in life. I wanted a genuine answer to my client's question [What happens to the business if I/you get hit by a bus?]. In addition, I was unable to keep working 60 hour work weeks. Having made this assessment of where I was at and where I didn't want to end up there was one inescapable conclusion; that I needed to turn this into a business asset that could serve me and my lifestyle. As a third party advisor to #familyoffice and #familybusiness I often help guide the #intergenerational parties to a win-win-win result. For more in-depth, thought-provoking discussion points and commentary on family and business, sign-up to gain access to the archives of my Family Matters newsletter: https://www.transitionbook.co/family-matters #intergenerationalequity #wealthsuccessionplanning #familyofficegovernance #nextgen #familyoffice #wealthmanagement #familybusiness ---

02.01.2022 "I have had the pleasure of knowing and working with David for several years now. David has routinely spoken for my organisation which is a membership of UHNW Families and Family Offices. David tackles complex family matters such as wealth transfer, strategic governance, succession planning and preparing the Next Generation in an easy and insightful way, that families can easily relate to. David has a great sense of humour that means his presentation style is both entertainin...g and thought provoking. I encourage others to engage with David and learn from his wealth of knowledge." ~ Leon Kantor As a speaker advisor to #familyoffice and #familybusiness Werdiger often helps guide #intergenerational parties through counseling and actionable generational wealth succession strategies. Now offering online talks, panels, classes at http://davidwerdiger.com #pandemic #shelterinplace #washyourhands #stayathome #conflictresolution #strategicmanagement #successionplanning #workfromhome #governance #leadershipdevelopment #familybusiness #entrepreneurship