Imagino的动态

?????????? ???????????????? & ???????????????????????????? This week and the previous weeks towards the end of March - End of Q1 saw a lot of companies holding AGMs and Board Meetings. This signifies completion of audits, declaring dividends etc. But no one ever talks about what goes into preparation for a Board Meeting. This week is my turn!!?? Stay tuned, maybe I will wrap up the week with key takeaways and reflections on Friday. Can't wait to hear from all of you! #BoardMeetings #ProfessionalGrowth #Collaboration

"What do fractional CFOs worry about?" Well, it turns out, a lot of the same things other business owners do. How do you get more clients? How do you get rid of the clients you have? How do you scale? These were all topics we covered last night at our fractional CFO mastermind. My worst nightmare was that we would sit around and have nothing to talk about. It turns out we could have talked for another hour. Everyone got a chance to share a business challenge and get direct feedback from their peers. There was a mix of experience in the room, which worked out well, and there was some good advice shared. Sign up for the next one at https://lnkd.in/ejpM5p2y

The 3rd edition of Shannon Pratt's The Lawyer's Business Valuation Handbook was recently published by the American Bar Association. I'm proud to say that Mercer Capital was the largest contributing firm to this text through the authoring efforts of four of my colleagues: Chris Mercer, Timothy R. Lee, Travis W. Harms, and Lucas Parris. That's well over 100 years of business valuation experience and thought leadership. Well done, gentlemen! #estateplanning #familyoffice #familybusiness

Click on the link below to read my article on the importance of building better boards in family companies, highlighting the role of the board, the challenges faced by directors, and the significance of board composition and diversity. It emphasizes the need for strategic thinking and accountability among board members to navigate the complexities of modern business governance.

??Board members “are now expected to understand the company’s business, the markets in which it operates, and the threats to the business be they from competitors, supply chain issues, cyber attacks or changes in regulation to name but a few. They need to ask challenging questions and think strategically.” Very interesting article from #stephenmorall on “Building better boards in family companies” (the above advice can actually extend to all companies in general). #boardofdirectors #governance #derisking

If the recent awards season told us anything it was that the regional M&A market is stuffed full of smart, successful and booming boutique firms providing quality advice to sellers and buyers alike. Time was when a career outside of the Big Four was considered a step down. But we’re also going to take time to understand the strategic ambitions and motivations of different spin off practices - Clearwater now punch in the heavyweight division alongside investment banks. Regional accountancy firms are in the grip of a consolidation whirlwind, new giants are muscling in with their eyes on private company sales - Interpath and Alvarez & Marsal are building regional networks without the burden of an audit base. Michael Ribbeck has been spending time with one spin-out success story Momentum Corporate Finance that’s been at it for twenty years. What lessons might Rob Crews have for the younger hungry bucks making their way? It’s a great read and full of sharp insights and lessons learned. It’s for our Rainmakers subscribers, it’s the kind of fresh, detailed and genuinely insightful content we are committed to bringing you. Don’t miss out. Subscribe today.

???????? ???? ?????? ?????????????? ???????????? ?????? ?????????? ???????? “?????? ?????????????????????? ??????????”? A lot of hours were spent trying to come up with a brand name to reflect our main goal; to have an affordable alternative to a high-paid board of directors. It was discovered that anyone who had a functional, high-performing board had to spend lots of money on this kind of talent. This level of advice was not available to privately held business owners at a price point that delivered value for money or was affordable. The Alternative Board provides an alternative to a high-paid board of directors. Thus: The Alternative Board.

As a seasoned professional, my mission is clear:?unlock success?for owners, CEOs, and Presidents of small to midsize privately held companies. How? By crafting tailored solutions that dismantle barriers and pave the way for prosperity. Let’s build thriving businesses together. AETucker Consulting provides CFO and business advisory guidance when you need it most on your time and budget. Aetuckerconsulting.com #BusinessSuccess #LeadershipJourney #CFOInsights #BusinessSuccess

Take this exit towards success!!! Join us at the Elite Growth Academy! June 13th & 14th in San Diego, California. Connect with the industry leaders in our Virtual Family Office, gain invaluable insights on partnering with CPAs, and maximize your professional potential. Learn more & get your tickets at the link in our bio or visit www.EliteGrowthAcademy.com #EliteGrowthAcademy #EliteResourceTeam #ERT #MaximizeYourPotential #EliteCatalyst #JoinTheWave #FinancialAdvisorTraining #CPAPartnership #TeamBasedModel

Mike Linton and Scott R. Lindquist are a great example of how a strong CMO and CFO partnership can pay rich dividends for a company such as Farmers Insurance . Check out this lively discussion! #cfo #cmo #partnership #finance