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

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.

It was really nice to see clients and friends of the firm come out last night. There was a lot of discussion on the current deal #market and expectations for 2025. It will be interesting to see what predictions come true! #dealactivity #investmentfunds #investing

Celebrating 6 incredible years with Paul O'Connor! ?? Today, we’re giving a big shoutout to Paul, who has been an essential part of the AT Business Advisors team for the past six years. His dedication, expertise, and positive energy have made a huge impact on both our clients and our team. Here’s to many more years of success together! ?? #ATBusinessAdvisors #SydneyAccountants #CharteredAccountants

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

??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

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

"Don't let the fear of losing be greater than the excitement of winning." --Robert Kiyosaki Brought to you by Linda Mack, President - Mack International Executive Search for Family Offices and Wealth Management #familyoffice #wealthmanagement #investmentmanagement #executivesearch #consulting #MackInternational

As a CFO, I've learned that both on the golf course and in business, assumptions can lead to costly mistakes. #BusinessStrategy #GolfLife #MergersAndAcquisitions Layne Kasper

Huge thanks to Matt and Matt from WORTTTH Advisory, our incredible Fractional CFOs! They've truly redefined how we approach and grow our business over the past year. ?? So fun looking back at the year we had! Do your financial professionals do this for you? Dive into how WORTTTH is shaking things up for us! #FinanceRevolution #CFOgoals #GrowWithWORTTTH