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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

What's unique about Jim, though, is how he has scaled his retainer-based boutique firm to more than $7 million in revenue, a $31 million enterprise valuation, and is growing organically at a 40% growth rate, by providing a high-touch comprehensive advice offering for his business owner niche clientele.

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Weekend Reading For Financial Planners (May 11-12)

Nerd's Eye View

Also in industry news this week: The latest Social Security trustees report offered a slightly rosier picture for the health of the various Social Security trust funds thanks to improved economic conditions, though they warned that time is running out for legislators to take action to ensure the system will be able to pay out full benefits beyond the (..)

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What to Do When a Parent Dies and You’re the Executor

Darrow Wealth Management

Inform them of your parents passing and discuss options for support in settling the estate. Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. If the estate is federally taxable, the executor can choose an alternate valuation date which is six months from the date of death.

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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. The content is developed from sources believed to be providing accurate information. WDAY), Zoom Video Communications, Inc. (ZM) This information is not intended to be a substitute for specific, individualized tax advice.

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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How financial advisors should approach succession planning

Nationwide Financial

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

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Bharti Hexacom IPO Review 2024 – GMP, Financials And More

Trade Brains

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. Keep reading to find out! The shares in Grey Market traded at Rs 605.