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Transcript: Apollo’s Torsten Slok

The Big Picture

But still he’s communicating how wrong everybody else is and how right he’s been and why you should be pretty constructive about the state of both employment and credit and the stock market he has. How do you think about valuations for both equities and fixed income here in the beginning of 2025?

Economy 257
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#FA Success Ep 333: Scaling A Small-Business-Owner Boutique To A $31M Retainer-Based Valuation, With Jim Dew

Nerd's Eye View

Jim is the Co-Founder and CEO of Dew Wealth Management, an independent RIA based in Scottsdale, AZ, that provides virtual-family-office-style financial planning on a monthly retainer basis for 150 small-business owner entrepreneurs.

Valuation 246
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#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

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Succeed At Succession Planning: A 4-Step Playbook For Firm Ownership Transition

Nerd's Eye View

Because there is no single 'right' price, structure, or financing mechanism for every firm, getting clear on G1's financial goals, G2's ability to finance the deal, and the value of the firm (perhaps with the assistance of an external valuation service) can help ensure that all parties are clear on what the succession will look like and whether it (..)

Planning 130
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John Furey On How Multi-Billion-Dollar RIAs and Private Equity Are Reshaping the RIA Landscape

Steve Sanduski

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.

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401k for Small Business Owners in Kansas City: Maximizing Benefits and Strategies

Fortune Financial

In fact, over half of those who have searched for talent in 2023 say it is hard to find candidates with the experience (54%) or skills (52%) their business needs.” Enhancing Company Valuation: It’s not all about the immediate perks. These are factors that significantly boost your business’s market value.

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Transcript: Victor Khosla, Strategic Value Partners

The Big Picture

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