Communication Information Valuation 
Nerd's Eye View
MAY 16, 2023
What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.
Nerd's Eye View
MAY 10, 2024
Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)
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Cornerstone Financial Advisory
FEBRUARY 26, 2024
Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. The content is developed from sources believed to be providing accurate information. WDAY), Zoom Video Communications, Inc. (ZM) This information is not intended to be a substitute for specific, individualized tax advice.
Darrow Wealth Management
MAY 6, 2024
Inform them of your parents passing and discuss options for support in settling the estate. Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. If the estate is federally taxable, the executor can choose an alternate valuation date which is six months from the date of death.
Darrow Wealth Management
JULY 30, 2024
Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. Before making the election, consult your tax and financial advisor to understand the impact on your tax situation and make an informed decision. Current valuation = $0.1 Your shares still need to vest.
Brown Advisory
SEPTEMBER 12, 2016
Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.
Nationwide Financial
NOVEMBER 29, 2022
Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.
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