Nerd's Eye View

APRIL 18, 2024

Traditionally, a standard benchmark for advisory-firm sales has been 2X annual revenue; with many firms running at an average 25%–30% profit margin, this results in 7X–8X earnings valuations. However, firms with margins outside a traditional range might result in unrealistically high earnings multiples for the buyer.

Planning 130

Planning Valuation Sales Clients 130

Nerd's Eye View

AUGUST 19, 2024

Key components of this transition include client service oversight, sales oversight, strategy leadership, and financial management. Next, the founder and their successor(s) can work together to create a structured process to guide the operational transition between Generation 1 (G1) and Generation 2 (G2).

Planning 130

Planning Risk Tolerance Clients Valuation 130

Mish Talk

DECEMBER 12, 2022

The three largest holdings in the fund—which is known by its ticker symbol ARKK—are Zoom Video Communications Inc., Chief Futurist On September 7, 2022, Cathie Wood’s Ark Investment Management named its first “ chief futurist ", Brett Winton. ZM, Tesla Inc., and Exact Sciences Corp., companies Ms. 1 Million for Bitcoin by 2030?

Valuation 157

Valuation Communication Marketing Marketing 157

Darrow Wealth Management

MAY 6, 2024

Here’s a checklist to help you manage the process as executor of your parents 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.

Estate Planning 100

Estate Planning Distribution Valuation Accounting 100

The Big Picture

MARCH 25, 2025

O’Shaughnessy Asset Management, became a leader in direct indexing, eventually was bought by Franklin Templeton, leading him to launch O’Shaughnessy Ventures, O’Shaughnessy Fellowships, infinite Loops podcast, just so many different things. Valuations tended to crash and burn very, very cheap valuations tended to do well.

Management 147

Management Numbers Investing Investments 147

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.

Valuation 52

Valuation Banking Portfolio Communication 52

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

Taxes 92

Taxes Tax Planning Startup Valuation 92

Darrow Wealth Management

JULY 25, 2022

Particularly for employees of companies that IPO’d last year, valuations have fallen significantly. If the company was trading at an inflated price due to market conditions at the time, then it’s going to be much harder to justify that valuation when exuberance wanes. Single stocks vs the market. Disclosures. Source: J.P.

Marketing 99

Marketing Marketing Valuation Risk Tolerance 99

The Big Picture

JULY 26, 2022

WEAVER: Well, thankfully, we were — I really communicated a lot with Doug and Tom, and they understood. RITHOLTZ: And it’s a little bit of a cliche, they’re not so much investing in a fund as they’re investing in you as the manager. But regardless, we want one of our professionals to come in and manage it.”

Consulting 298

Consulting Numbers Management Investing 298

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy achen Wed, 09/20/2017 - 16:43 Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe. We find opportunities in the $1.5

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. Chris and George are both seasoned managers - each with over 16 years of experience – but with complementary backgrounds. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Good Financial Cents

DECEMBER 14, 2022

After all, people will always need financial services, whether investing their money , taking out loans, or managing their taxes. The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial Manager. Hedge Fund Manager.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Indexes do not incur management fees, costs, and expenses. A strong Q4 corporate report and long-term message from Nvidia Corp. The forecasts also are subject to revision. A), eBay Inc.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 23, 2023

6,7 This Week: Key Economic Data Tuesday: Purchasing Managers’ Index (PMI). This Week: Companies Reporting Earnings Tuesday: Microsoft Corporation (MSFT), General Electric Company (GE), Verizon Communications, Inc. (VZ), Divide large projects into manageable steps. Indexes do not incur management fees, costs, and expenses.

Marketing 105

Marketing Marketing Taxes Economics 105

The Big Picture

SEPTEMBER 10, 2024

He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.

Valuation 162

Valuation Clients Investing Investments 162

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.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Brown Advisory

MARCH 1, 2016

Less than two years later, Palo Alto Networks purchased the company for $200 million—a more than 25-fold surge in valuation. In November 2015, Square, a San Francisco-based creator of mobile payment technology, went public at $9 per share and immediately rocketed 45% to a valuation of more than $4 billion. Not necessarily.

Valuation 52

Valuation Investments Investing Clients 52

Cornerstone Financial Advisory

OCTOBER 2, 2023

6 This Week: Key Economic Data Monday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Indexes do not incur management fees, costs, and expenses. However, beneath the headline number, consumer spending was cut to a 0.8 percent rise from its earlier estimate of 1.7

Marketing 111

Marketing Marketing Taxes Economics 111

Steve Sanduski

AUGUST 22, 2023

Guest: John Furey , Founder and Managing Partner of Advisor Growth Strategies. Carving out a place for your firm is going to require a new level of clarity around both strategic planning and how you communicate what makes you unique to your team, clients, and prospects. Assessing the true success rate of RIA M&As.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Steve Sanduski

MAY 31, 2022

Paul and I discuss: Why prospective buyers and sellers shouldn’t be relying on “industry standard” valuation metrics alone when considering an acquisition. How to communicate your succession plan to your most valued clients so that they don’t jump ship.

Planning 52

Planning Consulting Clients Valuation 52

Darrow Wealth Management

MAY 6, 2024

Here’s a checklist to help you manage the process as executor of your parents 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.

Estate Planning 52

Estate Planning Distribution Valuation Accounting 52

Darrow Wealth Management

JULY 30, 2024

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Trade Brains

MARCH 1, 2024

The Company is the 8th largest integrated marketing communications group in India by operating revenue. In FY23, the overall market size of Integrated Marketing Communications in India was Rs. growth in the global integrated marketing communications industry during the same period, indicating faster recovery from COVID-19 levels.

Advertising 59

Advertising Communication Media Clients 59

Brown Advisory

APRIL 20, 2022

1 For NFPs of all kinds, collaborating effectively with your investment advisor is a critical component to managing this complexity when preparing for your annual audit. Explain the timing difference and cutoff on valuations. Define the type of investments involved, (e.g., bonds, stocks, mutual funds, limited partnerships).

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Trade Brains

OCTOBER 12, 2023

KPIT Technologies Limited The Company was co-founded in the year 1990 by Ravi Pandit (Chairman), Kishor Patil (CEO and Managing Director), and Sachin Tikekar (President and Joint Managing Director). The company entered into development and engineering service providers in automotive, media, broadcast, communications, and healthcare.

Planning 105

Planning Engineering Healthcare Manufacturing 105

Cornerstone Financial Advisory

FEBRUARY 19, 2024

Manage your blood pressure: Make sure to get your blood pressure checked regularly. Last week’s riddle: If a single-engine airplane taxied not onto a runway but onto an enormous conveyor belt whose speed precisely equaled that of the plane in the opposite direction, could the plane still manage to take off? Answer: Yes, eventually.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

OCTOBER 31, 2022

Tuesday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Indexes do not incur management fees, costs, and expenses. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

FEBRUARY 5, 2024

Your mental health influences how you communicate with others, perform at work, and feel about yourself. Indexes do not incur management fees, costs, and expenses. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. stock market.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

OCTOBER 30, 2023

Institute for Supply Managers’ (ISM) Manufacturing Index. Institute for Supply Managers’ (ISM) Services Index. Indexes do not incur management fees, costs, and expenses. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Jobless Claims.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

AUGUST 1, 2022

Monday: Institute for Supply Management (ISM) Manufacturing Index. Institute for Supply Management (ISM) Services Index. Indexes do not incur management fees, costs, and expenses. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.

Marketing 104

Marketing Marketing Taxes Economics 104

Cornerstone Financial Advisory

SEPTEMBER 5, 2023

Wednesday: Institute for Supply Management (ISM) Services Index. Indexes do not incur management fees, costs, and expenses. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

OCTOBER 9, 2023

The Internal Revenue Service (IRS) has a handy tool called the Tax Withholding Estimator, which can help you manage having too much or too little tax withheld from your wages. Indexes do not incur management fees, costs, and expenses. .” –Charles Dickens When Was The Last Time You Checked Your Withholding Status? stock market.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

SEPTEMBER 25, 2023

Some taxpayers may itemize their deductions to manage their adjusted gross income. Indexes do not incur management fees, costs, and expenses. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA. Past performance does not guarantee future results.

Marketing 111

Marketing Marketing Taxes Economics 111

Cornerstone Financial Advisory

NOVEMBER 27, 2023

Friday: Institute for Supply Management (ISM) Manufacturing Index. Indexes do not incur management fees, costs, and expenses. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

FEBRUARY 12, 2024

ANET), Waste Management, Inc. (WM) Tip adapted from Fast Company 7 If a single-engine airplane taxied not onto a runway but onto an enormous conveyor belt whose speed precisely equaled that of the plane in the opposite direction, could the plane still manage to take off? Last week’s riddle: Two men played five games of chess in the park.

Marketing 105

Marketing Marketing Economics Taxes 105

The Better Letter

MARCH 23, 2023

His active management of the Hornets (as with the Washington Wizards before that ) has been dreadful. The idea comes from the success of index investing, whereby investors eschew active management of their portfolios (searching for big winners) in order to own an entire index of stocks, providing a mechanism for (mostly) not losing big.

Management 112

Management Investing Investments Planning 112

Brown Advisory

SEPTEMBER 12, 2016

Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs. They are intended for the sole use of the addressee.

Estate Planning 52

Estate Planning Taxes Planning Clients 52