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, (..)

Financial Advisor 217

Financial Advisor Clients Valuation Communication 217

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

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.

Economics 246

Economics Marketing Marketing Economy 246

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

Banking 130

Banking Financial Advisor Planning Valuation 130

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%

Valuation 75

Valuation Business Planning Financial Advisor Planning 75

Nerd's Eye View

AUGUST 19, 2024

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

Planning Risk Tolerance Clients 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

Clever Girl Finance

AUGUST 30, 2023

But if you have a solid business plan and ample experience, a lender might be willing to offer you a loan with no down payment involved. A laundromat is valued through the process of valuation. Valuation is how you figure out what a business is worth. So, is now a good time to invest in a laundromat?

Investing 98

Investing Investments Valuation Management 98

Steve Sanduski

AUGUST 22, 2023

Why there is a disconnect between the valuation level of private advisory firms and publicly traded firms. John Furey and I discuss: John’s thoughts on the 2005-2010 “breakaway movement” that created so many new RIAs versus where the industry is today. Assessing the true success rate of RIA M&As.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. Tax and estate planning considerations are important during this stage; for example, we work with many clients to create trusts to hold business interests in a manner that will serve them well down the road.

Planning 52

Planning Estate Planning Clients Startup 52

Brown Advisory

MARCH 1, 2019

We craft a process that involves a finite number of concise meetings over the projected growth cycle of the founder’s business. Tax and estate planning considerations are important during this stage; for example, we work with many clients to create trusts to hold business interests in a manner that will serve them well down the road.

Planning 52

Planning Estate Planning Clients Startup 52

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

Pharmaceutical 52

Pharmaceutical Assets Investing Investments 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.

Marketing 52

Marketing Marketing Economy Economics 52

Fortune Financial

MARCH 5, 2024

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.

Retirement Planning 52

Retirement Planning Retirement Financial Advisor Taxes 52

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.

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 146

Banking Assets Investing Investments 146

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. Others who should be involved are your CPA, your attorney and any other trusted advisors you rely on.

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 146

Banking Portfolio Assets Investing 146

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 147

Wealth Management Retirement Planning Management 147

The Big Picture

OCTOBER 8, 2024

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. So, 00:08:11 [Speaker Changed] So, so you began as what a junior analyst?

Healthcare 146

Healthcare Medicine Portfolio Investing 146

The Big Picture

NOVEMBER 7, 2023

So 00:13:04 [Speaker Changed] It sounds like almost a legitimate business plan. So like no more venture capital, you know, 32 billion valuation. 01:09:55 [Speaker Changed] So that is not a good business. We are gonna give you a financial incentive to exercise and it’ll all take place in crypto on the blockchain.

Numbers 159

Numbers Banking Accounting Taxes 159

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 287

Media Investing Investments Valuation 287

The Big Picture

FEBRUARY 4, 2025

How do you think about valuations for both equities and fixed income here in the beginning of 2025? And the answer to that is that the Sheila cyclically adjusted PE ratio, which is an attempt to try to correct the stock market valuations for the business cycle, is currently at a very elevated 37.

Economy 255

Economy Banking Economics Taxes 255