Remove 2017 Remove Compliance Remove Valuation
article thumbnail

David DeVoe on the State of RIA M&A and How to Maximize Your Firm’s Valuation

Steve Sanduski

In a nutshell: RIA valuations are high. Do you want to control the whole compliance part of the business? It should be growing at 9% or 10%, and was back in 2017, and that’s what I as a strategic person think should be happening for a model that’s so great. Private equity is everywhere. ‘Yes, Dave. I surely do.’

article thumbnail

Understanding the Tax Implications of Acquisitions

Harness Wealth

Key takeaways Tax planning impacts every facet of an acquisition, from initial valuation to post-closing integration, with early strategic decisions potentially saving millions in future tax liabilities. Businesses should additionally focus on maintaining detailed documentation and structuring transactions carefully to avoid disqualification.

Taxes 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Bharat Highways InvIT IPO Review – Financials,GMP & More

Trade Brains

The Company has over 6 years of experience in the execution of infrastructure projects since 2017. Under the Bharatmala Pariyojana plan, the Government approved Phase-I of the project in October 2017 with an aggregate length of 34,800 Km with an estimated outlay of Rs. The IRB InvIT was listed on the exchanges in June of 2017.

article thumbnail

Worst Performing Stocks in India For 5 Years!

Trade Brains

If we take a look at the company’s annual report for 2017, they had a total of 137 subsidiaries. 227 in February 2017 to Rs. From 2017 to 2022 the company almost 90% of its stock price. Over a span of 5 years between 2017-2022, the company’s stock price fell by 94%, before getting delisted in March 2022.

Banking 52
article thumbnail

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

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).

article thumbnail

Market Commentary: S&P 500 Index Hits a New All-Time High

Carson Wealth

According to quarterly Federal Reserve data, money market assets were more than $6 trillion at the end of the third quarter of 2023, roughly double what they averaged from 2011 to 2017. Compliance Case # 02079559_012224_C The post Market Commentary: S&P 500 Index Hits a New All-Time High appeared first on Carson Wealth.

article thumbnail

Global Leaders Strategy Investment Letter: January 2024

Brown Advisory

Both types of error are due to a combination of either mis-assessing the business quality or its valuation (or both). Our 10/10/3 valuation framework using a 10% weighted average cost of capital is undoubtedly conservative and ends up with us missing some big opportunities as type 2 errors of omission.