Brown Advisory

APRIL 20, 2022

Explain the timing difference and cutoff on valuations. An auditor is often most concerned with point-in-time valuations and keenly focused on financial controls, especially the nuances of the accounting rules regarding liquidity (e.g. Define the type of investments involved, (e.g., bonds, stocks, mutual funds, limited partnerships).

Investment Advisor 52

Investment Advisor Investments Investing Nonprofit 52

Brown Advisory

NOVEMBER 28, 2022

Continually assess where you stand today against your current financial and generational plans We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis.

Planning 52

Planning Taxes Clients Strategic Planning 52

Brown Advisory

NOVEMBER 28, 2022

We have a number of tools we use to help clients think through their initial goal-setting and planning, and to review those goals and plans on an ongoing basis. Regularly review and adjust near-term tactical plans to build confidence in the face of current volatility. Valuations. Interest Rates on Intra-Family Loans.

Planning 52

Planning Taxes Clients Strategic Planning 52

The Big Picture

AUGUST 20, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. It pushes valuations higher over time.

Assets 173

Assets Management Portfolio Marketing 173

The Big Picture

MAY 7, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And so we offer that plan for $2,500. He’s great.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

SEPTEMBER 23, 2024

The transcript from this week’s, MiB: Victor Khosla, Strategic Value Partners , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy.

Banking 147

Banking Investing Investments Assets 147

Brown Advisory

DECEMBER 1, 2023

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? For example, declining valuations in certain sectors may suggest taking action to lock in those lower values for income and gift tax purposes.

Planning 52

Planning Strategic Planning Taxes Clients 52