Nerd's Eye View

MAY 16, 2023

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.

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Nerd's Eye View

DECEMBER 23, 2022

”, a series of measures that will have significant impacts on the world of retirement planning. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023.

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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).

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Nerd's Eye View

NOVEMBER 6, 2023

And be certain to read to the end, where we have provided an update to our popular "Financial AdvisorTech Solutions Map" (and also added the changes to our AdvisorTech Directory) as well!

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Nerd's Eye View

AUGUST 19, 2024

Which means that longer-term projects, such as creating a succession plan to have in place for the firm when the owner retires, may tend to get put on the back burner.

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Nerd's Eye View

JULY 9, 2024

So, whether you're interested in learning about navigating an internal succession plan, handling the financial realities of taking on debt to purchase the firm, or creating a plan to grow the firm and its staff after taking over, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Alex Lewis.

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Nerd's Eye View

JULY 23, 2024

What's unique about Dustin, though, is how his firm allows financial advisors to tap into bank lending, an historically challenging source of debt capital for the advisory industry, to finance both RIA and independent broker-dealer transactions from internal succession plans to acquisitions and other growth initiatives. Read More.

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Banking Financial Advisor Planning Valuation 130

Nerd's Eye View

JUNE 27, 2023

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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Nerd's Eye View

JANUARY 3, 2024

Moreover, historically extreme valuations in a small handful of mega-cap stocks that account for about 30% of the market weight in the S&P 500 (i.e., the Magnificent Seven) means that any sort of correction in those names could reverberate through the broader market.

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MarketWatch

JANUARY 30, 2023

The company said it will provide further details of its business plan on March 9. while that’s just a fraction of the peak market valuation of $13.31 billion in June 2021, according to FactSet data, it’s up from a trough valuation of $98.8 million in December. The stock has plummeted 87.2%

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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

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Brown Advisory

MARCH 1, 2019

Long-Term Planning for Founders & Builders: A “Phase-Gate” Process ajackson Fri, 03/01/2019 - 16:33 The evolution of a business—from the initial concept idea to a thriving business model, to an eventual exit—is a long-term process that involves a meaningful investment today in pursuit of large rewards tomorrow.

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Brown Advisory

MARCH 1, 2019

Long-Term Planning for Founders & Builders: A “Phase-Gate” Process. The evolution of a business—from the initial concept idea to a thriving business model, to an eventual exit—is a long-term process that involves a meaningful investment today in pursuit of large rewards tomorrow. Phase-gate planning.

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Planning Estate Planning Clients Startup 52

Clever Girl Finance

AUGUST 30, 2023

A few ways to finance the purchase include taking out a Small Business Administration loan or getting a business loan from your local financial institution. Which means you may need to create a savings plan and take some time to save before you make a purchase. A laundromat is valued through the process of valuation.

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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.

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Fortune Financial

MARCH 5, 2024

Small business owners are always on the lookout for strategies to not just survive but thrive in Kansas City. One powerful tool that might not be on every entrepreneur’s radar — but definitely should be — is a 401k plan. Explore how leveraging a 401k plan can set your business apart and pave the way for sustained success.

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Retirement Planning Retirement Financial Advisor Taxes 52

James Hendries

OCTOBER 4, 2022

And throughout China, lockdowns and quarantines have created an environment of uncertainty with regard to business planning, investing, hiring, or borrowing, not to mention anxiety for the general population. It is also a major component used to calculate the price-to-earnings valuation ratio. All index data from FactSet.

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Trade Brains

FEBRUARY 8, 2023

Credit rating agencies generally trade at steep valuations on the back of an oligopolistic market, the asset-light nature of the business, limited capex requirement, and strong operating cash flows. Particulars Values Particulars Values Face Value (₹) 5 ROE (%) 11.55 Market Cap (₹ in Cr) 72,438.62 EPS (₹) 218.83 Current Ratio 1.77

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Carson Wealth

JUNE 16, 2023

If that’s the case with your organization, you could be missing out on the benefits of a business valuation, which can provide a comprehensive understanding of your company’s financial standing and overall health. What Is a Business Valuation? A business valuation is far harder to conduct during a crisis.

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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.

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Carson Wealth

JUNE 6, 2023

That’s why now is the time to create a succession plan that will ensure your business continues to thrive long after you’ve turned over the reins. What Is Succession Planning? Succession planning – also known as exit planning – refers to what will happen to your business when it’s time for you to step down.

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The Big Picture

MARCH 5, 2024

What, what was the career plan? 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.

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The Big Picture

OCTOBER 8, 2024

What was the career plan? My role was just to like dig through business plans, dig through drug development, and try to handicap what would work, but equally as interestingly, what’s gonna fail. You know, valuation sense, 00:30:47 [Speaker Changed] Right. Let’s start with that.

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The Big Picture

NOVEMBER 7, 2023

So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. I think that was part of his plan to grow and grow and grow and get out of this hole of borrowed money that he was in. So like no more venture capital, you know, 32 billion valuation. ’cause it was all Yeah, mostly sand bankman freed.

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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?

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