Savant Wealth Management的动态

Please see Nik’s interview with Quilter Financial Planning below

In a recent article published by the Rochester Business Journal, Daniel Collins, a partner at Harter Secrest & Emery LLP and head of the corporate practice group, highlights the critical post-closing phase of M&A deals, emphasizing the need to assess the entire deal, including considerations like earnouts and rollover equity. Additionally, the article emphasizes that due diligence, integration planning, and expert involvement are underscored as essential for a smooth transition and risk mitigation in the post-closing period. #corporatelaw #business #rochester

In a recent article published by the Rochester Business Journal, Daniel Collins, a partner at Harter Secrest & Emery and head of the corporate practice group, highlights the critical post-closing phase of M&A deals, emphasizing the need to assess the entire deal, including considerations like earnouts and rollover equity. Additionally, the article emphasizes that due diligence, integration planning, and expert involvement are underscored as essential for a smooth transition and risk mitigation in the post-closing period. #corporatelaw #business #rochester

Why Every Word Matters in Brokerage and Acquisitions In the intricate world of brokerage and acquisitions, especially within Medicare and ACA lines of business, every word holds significance. Our promise of clear and reliable communication is what sets us apart. When we speak, we mean it. This dependability builds trust, ensuring our clients feel confident at every step. Our precise communication not only prevents misunderstandings but also ensures smooth transactions. Clients can relax, knowing their needs and concerns are promptly addressed. This level of clarity strengthens our relationships and sets the stage for successful outcomes.

Have you ever seen your state capital? I spent yesterday in Harrisburg, Pa and the surrounding areas meeting with Accountants, Attorneys, investment advisors and clients. We had great discussions on the following topics: - Mergers and Acquisitions - Estate Planning - Private Equity - Private Placement Life Insurance - Non Qualified Defered Compensation Plans - Business Succession To me the most interesting part was learning about these professionals families. Do you work in any of the areas listed above? If so, let’s chat ps - I’ve lived in Pennsylvania my entire life and have never seen the state capital building until yesterday. #advisors #legaladvice #accountingservices #businessadvisor

Lynch Investment Planning is growing. Hiring David Lynch, CFP? was an invaluable move that will continue our upward trajectory. But in order to compete against the big dogs, it's necessary to see how they operate. I spent the last couple of days at a conference learning about the #financialplanning industry courtesy of a major mergers and acquisitions consultant. Here are some key takeaways: - RIA (registered investment advisor) firms like us are being bought up by larger firms backed by private equity groups at lightning speed - These groups want to streamline services and increase profitability so that they can sell the business - the average holding period before selling is 6 years - The financial advice business is not going away and our fees aren't going to change, but the value and service we offer to clients will increase My personal take: don't be an anonymous client of a mega firm that is just going to shuffle you around. There's still a place for small family-owned businesses like ours, and we aren't going anywhere. #finance #investing #smallbusiness

In a recent article published by the ?????????????????? ???????????????? ??????????????, Dan Collins, a partner at Harter Secrest & Emery and head of the corporate practice group, highlights the critical post-closing phase of M&A deals, emphasizing the need to assess the entire deal, including considerations like earnouts and rollover equity. Additionally, the article emphasizes that due diligence, integration planning, and expert involvement are underscored as essential for a smooth transition and risk mitigation in the post-closing period. #corporatelaw #business #rochester

In a recent article published by the ?????????????????? ???????????????? ??????????????, Dan Collins, a partner at Harter Secrest & Emery and head of the corporate practice group, highlights the critical post-closing phase of M&A deals, emphasizing the need to assess the entire deal, including considerations like earnouts and rollover equity. Additionally, the article emphasizes that due diligence, integration planning, and expert involvement are underscored as essential for a smooth transition and risk mitigation in the post-closing period. #corporatelaw #business #rochester

When it comes to rent roll acquisitions, understanding your financial position is crucial to putting your best foot forward. As specialist finance brokers to real estate businesses, we understand the industry like no other. While it can be complex behind the scenes, our goal is to simplify the process while securing the best deal for you. In short: Our ongoing relationship with David Lamb exemplifies our commitment to provide long-term support and exceptional service. #PendiumFinance #RentRollLending #RentRollAcquisition #RealEstateBusinessLending