Brinley Partners的动态

Study Groups - Community - Transparency - FFR since 1987. Let’s have a conversation about taking your life insurance business to the next level.

Starting farm succession planning early is crucial for ensuring your family farm’s legacy continues. Wesley Tucker, Farm & Ranch Transition Specialist at the University of Missouri Extension, shares insights on who should be involved and how to begin these important conversations. ?? Key Points: ?Farm Operating Meetings ?Farm Business Meetings ?Family Council Meetings Communication is key! Learn more about open dialogue and teamwork within your family farm. ?? https://brnw.ch/21wMVOZ

Flew out to Houston to be with The Rainmaker Companies and alliantgroup CAS community and hear best practices from top firms (post with takeaways coming soon :)… What’s been the best community (like future firm or Jason staats) or alliance (like BDO or CPA America) you’ve joined? Tag them below and share the lov

Melton’s Plan Takes?Shape

During my time in CPA firm space, I've had an opportunity to be a part of the Allinial Global and RSM US LLP firm alliances. Whether you're talking CAS, technology sales, marketing, or business development, firm alliances can be a great place to have open and frank discussions with like-minded firms and professionals. #accounting #marketing #businessdevelopment #digitaltransformation

It was great to share my thoughts on the M&A market with Helen Cahill at The Times. At Investec, we are seeing cautious optimism among our private equity clients. However clearly we’re not back to “normal” yet and PE is still having to think creatively about deals – whether that’s looking at P2Ps, minority stakes, etc. We take a solutions-based approach and are always looking for new ways to help our clients do the best deals possible – no matter the market conditions. It’s glass-half-full as the City talks of takeovers (thetimes.co.uk) #privateequity #mergersandacquisitions

If 2024 is the year your organisation will undertake an independence and external Board Review, then Peakstone Global and Westlake Governance Limited can advise and guide you through the process. ? Peakstone Global and Westlake Governance Limited as part of the Board Benchmarking alliance of board advisory partners have achieved a significant milestone of having completed over 500 board reviews. View and download our comprehensive report that reveals key learnings and insights into the core principles of a highly effective board from around the globe: https://lnkd.in/gXYScAKJ ? Simon Rumore FAICD Richard Westlake #BoardReviews #Governance #Boardeffectiveness

Check out the video below to get a feel for the Brilliant Businesses of Tunbridge Wells Business Show last week!

"Thank you Steve Malicoat, Katie Kulig-Tomsovic, and Justin Goddard from Wells Fargo for sharing valuable industry insights! Continuously learning from experts like you helps me grow professionally, " #WellsFargo #FinancialExpertise #ProfessionalDevelopment"

Check out Durlings' latest feature in the Tunbridge Wells Business Magazine