A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive. #RIA #wealthmanagement #highnetworth #finance
WFY Wealth Management的动态
最相关的动态
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I’m tired of the BS…. We ACTUALLY help business owners increase their net worth through growing the value of their company, increase personal cash flow, and reduce risk. We exist to solve problems for business owners! ??
Before we begin in an exit planning engagement, we already have it planned out over the next 18 months. This is delivered after the business valuation. Nothing out there like this! If you’re an attorney, accountant, banker, financial advisor then let’s chat. I can help your clients with one of the most important financial decisions of their life!
One of the best things about the Capitaliz 21-step approach to #exitplanning is you have more or less something to talk about with anyone involved in private business. ? Step 1 and 2: #business coaches e.g. the utility of visualisation in bringing about positive outcomes. ? Step 3: #valuation gurus and CPAs, e.g. which business valuation methodologies work and when. ? Step 4: financial advisors, e.g. the silver tsunami and the opportunities it presents both professionals. (CC: Austin). ? Step 5: attorneys e.g. the horror stories that result from poorly penned or imaginary shareholder agreements. ? Step 6: #management consultants e.g. making risk-management a habit. ? Step 7: owners and #founders themselves e.g. there's no such thing as being overprepared for exit, but there most definitely is such as a thing as being underprepared. Believe it or not, replacing a 60-hour a week deep, emotional commitment with 3 rounds of golf a week might come along with its own problems. ? Steps 8 and 9: CFOs e.g. best practices in forecasting profit and financial targets and hitting them. ? Step 10: #management consultants again e.g. taking good risk management habits and baking them right into a culture itself. ? Step 11: #marketing and #branding experts e.g. expanding the impact these efforts have from revenue to the value of the business itself. (CC: Jared). ? Step 12: #governance specialists e.g. the benefits of corporatizing an historically small or medium business so that it can break through to the next level. (CC: Dr). ? Steps 13, 14 and 15: employees e.g. transitioning into ownership (even if its partial) in an orderly and responsible fashion via an #ESOP. ? Step 16: CPAs e.g. planning a transaction rather than suffering the #tax consequences after its done (and already too late). ? Steps 17 and 18: M&A intermediaries and brokers e.g. the wild world of transactions and the mountain of war stories that go along with that. ? Steps 19, 20 and 21: financial advisors and estate attorneys e.g. shielding the legacy of the owner who has now achieved a tidy exit. #exitstory #strategy #advice #corporategovernance #mergersandacquisitions
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An interesting article by AccountingWEB.co.uk on succession planning for accountancy firms. No matter the industry, planning an exit strategy will help you avoid leaving value on the table. Proper planning can help ensure a smooth transition, maximising the business's value and securing the future for both the owner and their clients. https://lnkd.in/eJVSdphZ
Clock ticking on exit strategy plans
accountingweb.co.uk
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Excited to share my latest article on navigating pricing challenges in distressed investments! In the dynamic realm of private equity, strategic pricing is key. Check out the comprehensive guide for insights on diagnostic pricing analysis, cost structure evaluation, dynamic pricing models, and more. If you're navigating distressed investments, these strategies can optimize pricing and position your portfolio for success.
Discover a new path to invigorate revenue growth of your private equity's distressed investments with our pricing guide. Cortado Group's pricing strategies offer quick win solutions for sustained success. https://lnkd.in/etaYa3zu #Pricing #CortadoGroup #PrivateEquity #Consulting
Mastering the Turbulent Waters: Navigating Pricing Challenges in Distressed Investments
https://cortadogroup.com
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Executive for scaling companies, with multiple exits. Integrator with a background in finance, operations and marketing leadership
I've been an entrepreneur, and I've been a public accountant. I know from these experiences accountants are so well positioned to be the 'go-to' advisor for their business owner clients on supporting the growth of their business value and ultimately wealth creation...they just have to seize the opportunity and get out of the complacency of compliance work. Our friends at Karbon recently included in their newsletter (which is an awesome subscribe for folks in the accounting space btw), two links: 1. the time is ripe for deals (https://lnkd.in/gGuCAvNf) 2. Accountants are at the heart of small business resilience and growth (https://lnkd.in/gAZa-yHx) The intersection of these two thoughts is what we believe in at interVal, advisors helping their clients create wealth and successfully exit. The time is now for accounting firms to capitalize on the great wealth transfer and focus on supporting their business owner clients with growing their business valuation. #accountingfirms #businessvaluation #SME
‘The time is ripe’ for deals, Deloitte survey reveals
accountingtimes.com.au
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BDO deals dominated by private equity transactions in the first half of 2024. Our BDO Deal Advisory sector experts share insights on recent trends, notable transactions, and future outlooks. Whether you're an investor, business owner, or an industry professional, understanding these dynamics is crucial for informed transaction decision-making. Read our review now. #privateequity #Investment #growth https://lnkd.in/eZzuTGX7
Deal Advisory Insights
bdo.co.uk
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You’re in the perfect spot to be the trusted advisor for business growth and wealth creation. We’re all about helping firms like yours seize the opportunity to focus on business valuation and successful exits. Let us help you make the most of the great wealth transfer for you and your clients! Learn more: https://lnkd.in/gAV_UiDG #AccountingFirms #BusinessValuation #SME #WealthCreation #interVal
Executive for scaling companies, with multiple exits. Integrator with a background in finance, operations and marketing leadership
I've been an entrepreneur, and I've been a public accountant. I know from these experiences accountants are so well positioned to be the 'go-to' advisor for their business owner clients on supporting the growth of their business value and ultimately wealth creation...they just have to seize the opportunity and get out of the complacency of compliance work. Our friends at Karbon recently included in their newsletter (which is an awesome subscribe for folks in the accounting space btw), two links: 1. the time is ripe for deals (https://lnkd.in/gGuCAvNf) 2. Accountants are at the heart of small business resilience and growth (https://lnkd.in/gAZa-yHx) The intersection of these two thoughts is what we believe in at interVal, advisors helping their clients create wealth and successfully exit. The time is now for accounting firms to capitalize on the great wealth transfer and focus on supporting their business owner clients with growing their business valuation. #accountingfirms #businessvaluation #SME
‘The time is ripe’ for deals, Deloitte survey reveals
accountingtimes.com.au
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Exciting news! ?? We’ve just acquired a new wealth management business to expand our financial services. James VanMetter and Associates is now part of our rapidly growing RIA and Accounting firm. This marks a significant milestone in our growth journey, opening up new opportunities for our clients and team. Read the full announcement to learn more about our latest venture and what it means for the future at Trivium Point Advisory. Read the full announcement here: https://lnkd.in/dnvRPK9b #TriviumPointAdvisory #WealthManagement #Accounting #FinancialExcellence #TopTalent #ClientSuccess #WealthManagementEdge #RIA #FinancialPlanning #Investing #LongTermResults
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PE firms continue their interest in wealth management. The type of firm you operate will dictate what your value is. Are you a solo practitioner? Are you a business? Are you an enterprise? Each will command very different multiples. If you are interested in learning what the differences are and how each applies to multiples, then simply reach out, and I will be happy to discuss. Text 203-253-2084 Email [email protected] #wealthmanagement #financialadvisors
Why PE can’t get enough RIAs?
https://www.investmentnews.com
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In the recently published Irish Examiner M&A Report, Philip Lea shares his views on the steps business owners should consider in any potential M&A transaction, including appropriate due diligence, assessing the investor’s track record, and ensuring your commercial goals align with your prospective investment partner. Read the full article here (paywall): https://lnkd.in/etytSJRx #manda #duediligence #corporate #investment #DillonEustace
Irish Examiner
irishexaminer.com
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Effective Financial Planning | Expert Insights with haysmacintyre ? In our latest collaboration with Ian Cliffe, Partner at haysmacintyre, we discuss how strong financial groundwork can contribute to a more straightforward listing process. ? Haysmacintyre?is a UK-based firm of chartered accountants and tax advisers, offering audit, tax, corporate finance, and business advisory services. With First Sentinel and Haysmacintye working closely together, we provide clients with an efficient, well-supported IPO journey backed by years of combined expertise. ? Watch the video to learn more about what it takes to be?#MarketReady! #IPO #AIM #LSE #Aquis #BusinessGrowth #CorporateFinance #Innovation #Entrepreneurship #RaiseCapital
