Nerd's Eye View

JUNE 27, 2023

Eric is the Founder and CEO of Beyond Your Hammock, an independent RIA based in Boston, Massachusetts, that oversees $47 million in assets under management for more than 80 client households. Read More.

Financial Advisor 216

Financial Advisor Clients Valuation Communication 216

Nerd's Eye View

OCTOBER 3, 2022

Wealthfront’s acquisition deal with UBS falls through as incumbents still show they’d rather build than buy (at least at robo-advisor valuations).

Commission 246

Commission Financial Planning Ethics Planning 246

Nerd's Eye View

JANUARY 3, 2024

The good news is that by gaining a better understanding of some of the economy's key drivers, financial advisors have the opportunity to deliver more value to their clients by helping them better identify the opportunities and risks present in this highly uncertain environment! Read More.

Economics 246

Economics Marketing Marketing Economy 246

Nerd's Eye View

AUGUST 19, 2024

Founding owners of financial advisory firms often spend much of their time focusing on the short-term aspects of running their business, from providing high-quality client service to pursuing client growth. metrics like revenue, profit, impact, clients, or team size), and a timeline for when the goals should be achieved.

Planning 130

Planning Risk Tolerance Clients Communication 130

Nerd's Eye View

JULY 23, 2024

And be certain to listen to the end, where Dustin discusses current trends in advisory firm valuations, with firms frequently seeing multiples of 2.5–3X And be certain to listen to the end, where Dustin discusses current trends in advisory firm valuations, with firms frequently seeing multiples of 2.5–3X

Banking 130

Banking Financial Advisor Planning Valuation 130

Nerd's Eye View

AUGUST 5, 2024

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: Envestnet has announced that it is being acquired and taken private in a $4.5

Estate Planning 130

Estate Planning Accounting Assets Clients 130

The Big Picture

MAY 20, 2025

00:04:40 [Speaker Changed] So you’ve previously discussed the epiphany you had at Harvard Business School. So that’s when I really studied deeply the research why what I’d been doing was working more about when it might not and writing a business plan for Bridgeway. It was 150% of our net worth.

Management 130

Management Numbers Transportation Accounting 130

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. We also work with clients on best practices to support an eventual exit valuation of the enterprise.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

Throughout the business growth cycle, from startup to exit, we concentrate our engagement with founders and builders on a limited set of focused activity periods, each one targeting key moments in their business’ evolution. We also work with clients on best practices to support an eventual exit valuation of the enterprise.

Planning 52

Planning Estate Planning Clients Startup 52

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

Carson Wealth

JUNE 16, 2023

Brady Marlow, CFP ® , AEP ® ,   CAP ® , CPWA ® , CExP TM , Director, Carson Private Client Wealth Strategy How much is my business worth? The question is fundamental to all business owners. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

Valuation 52

Valuation Business Planning Planning Taxes 52

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. This business is just starting. I write a business plan for it. Like, 00:06:56 [Speaker Changed] Like, you know, it’s a business. All that said, you wrote the, the business plan.

Banking 147

Banking Assets Investing Investments 147

Carson Wealth

JUNE 6, 2023

Early succession planning can shed light this wealth gap — and give you time to do something about it. I suggest working with a knowledgeable financial advisor with experience in business planning. Schedule a consultation with a Carson Private Client Strategist today.

Planning 52

Planning Financial Planning Retirement Sales 52

The Big Picture

MARCH 5, 2024

They really encouraged us to, to start businesses. So I remember writing the merger, our business plan there. And then implementing the business. What happened over the last year and a half or so is rates went up and valuations went down. So, so it’s pretty neat.

Banking 147

Banking Portfolio Assets Investing 147

Wealth Management

JUNE 9, 2025

trillion and 121 million participant accounts along part of the $37 trillion overall in retirement assets, the pressure is causing many record keepers to dig deep and, for many, reinvent themselves or face exiting the market before their valuations drop even further just as it did for active asset managers years ago.

Wealth Management 137

Wealth Management Retirement Planning Assets 137

The Big Picture

MAY 16, 2023

Literally the first check-in to Robinhood, which went public in 2021 at about a $34 billion valuation. And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. Is it about the valuation?

Media 290

Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 4, 2025

Yeah, Torsten Slok : So at Deutsche Bank I spent essentially all my time on going to clients with sales. How do you think about valuations for both equities and fixed income here in the beginning of 2025? So that means that we are starting at an extremely elevated level of valuations, at least on this Sheila cyclically adjusted level.

Economy 257

Economy Banking Economics Taxes 257