Steve Sanduski

AUGUST 22, 2023

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. Why there is a disconnect between the valuation level of private advisory firms and publicly traded firms.

Strategic Planning 52

Strategic Planning Communication Valuation Investment Advisor 52

Trade Brains

JUNE 26, 2024

High Valuations and Sector Underperformance which Disappointed FIIs Most of the FIIs sold Indian stocks due to high valuation concerns and sector-wise underperformance. The primary valuation concern was that Indian stocks run ahead of fundamentals, leading to high valuations. February -1538.88 March 35098.32 May -25586.33

Valuation 59

Valuation Economy Banking Economics 59

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. In the pre-audit planning meeting with you and your auditor, we detail our investment process.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Good Financial Cents

DECEMBER 14, 2022

The CFO role is multi-faceted and includes everything from financial planning and analysis to business budgeting, financial decision-making, and risk management. Financial managers are responsible for developing long-term financial plans, directing investment activities, and generating financial reports for their company.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

The Big Picture

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And she did a plan for me personally and answered the questions, can I retire? And so we offer that plan for $2,500. He’s great. And we went out and sold the ads, and I knew that Pinterest would be big.

Startup 148

Startup Advertising Engineering Numbers 148

The Big Picture

SEPTEMBER 2, 2023

Safal Niveshak ) • This Company Created a Return-to-Office Plan That Employees Actually Like : J.M. Miller Samuel’s research and data analytics drive much of the national real estate brokerage publications and strategic plans. Smucker is ordering workers to be at its Ohio headquarters for 22 ‘core’ weeks.

Strategic Planning 174

Strategic Planning Startup Medical Economics 174

The Big Picture

AUGUST 20, 2024

What was the initial career plan? Mike Green : Well, the, the initial career plan, actually, so I grew up on a farm in Northern California. My initial career plan was that I was gonna go into science. We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments.

Assets 174

Assets Management Portfolio Marketing 174

The Big Picture

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. It isn’t like that was the plan 40 years ago. I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning.

Banking 148

Banking Investing Investments Assets 148

Brown Advisory

DECEMBER 1, 2023

2023 Year-End Planning Letter: Reflections and Perspectives ajackson Fri, 12/01/2023 - 08:06 The end of the calendar year is always a good time to reflect—about the past and what it might mean and about the future and what our best path forward might be. Should we modify existing plans considering changing market conditions?

Planning 52

Planning Strategic Planning Taxes Clients 52

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. RITHOLTZ: So let’s talk a little bit about succession planning, and there were a couple of things that really stood out. COHAN: Did a ton of deals.

Engineering 259

Engineering Banking Numbers Management 259