Harness Wealth

APRIL 30, 2025

Setting clear financial goals and obtaining realistic business valuations early in the process helps you understand how timing impacts both taxes and overall returns. These determinations require careful analysis and documentation. Understanding these distinctions helps structure transactions to maximize preferential tax treatment.

Taxes 52

Taxes Planning Tax Planning Sales 52

Brown Advisory

APRIL 20, 2022

Explain the timing difference and cutoff on valuations. An auditor is often most concerned with point-in-time valuations and keenly focused on financial controls, especially the nuances of the accounting rules regarding liquidity (e.g. Define the type of investments involved, (e.g., bonds, stocks, mutual funds, limited partnerships).

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Good Financial Cents

DECEMBER 14, 2022

This is referred to as financial statement analysis: a comprehensive review of key financial documents to assess a company’s effectiveness. Thinking critically is of the utmost importance for business leaders when it comes time to make big decisions like hiring, budgeting, and strategic planning.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

The Big Picture

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And so we offer that plan for $2,500. If it’s more complex, we offer a strategic plan or a full comprehensive plan where we’ll help rebalance and, and do your portfolio for $7,500.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

MAY 6, 2025

Because what we would do is we would parachute into places like British Airways, Montreal Trust Ca Industries, and we were like the external strategic planning. The valuation of risk versus 00:46:33 [Speaker Changed] Reward 00:46:34 [Speaker Changed] Is something that I think a machine cannot do in the same way that human can.

Risk Management 147

Risk Management Banking Portfolio Distribution 147

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. And he produced a document that was supposedly, you know, definitive, and that became pretty much totally debunked. They were really an M&A machine.

Engineering 259

Engineering Banking Numbers Management 259