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Adviser links: success rates

Abnormal Returns

(citywire.com) Mariner Wealth Advisors has purchased institutional consultant Cardinal Investment Advisors. advisorperspectives.com) Why you might want a valuation of your advisory practice, even if you aren't planning to sell. kitces.com) 9 questions for Bob Veres about future of wealth management.

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The Succession Conundrum: How Advisors Can Balance Legacy and Liquidity

Diamond Consultants

By Allie Brunwasser & Jason Diamond Its no secret that the wealth management industry has a major impending crisis: A shortage of quality next gen advisor talent. After all, shouldnt the retiring advisors be compensated fairly for their lifes work? So, how do they decide whats best? But is that fair?

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83(b) Election: Tax Strategies for Unvested Company Stock

Darrow Wealth Management

Stock at early-stage startups usually will have a very, very low valuation, making this tax strategy possible. For employees with stock options, making an 83(b) election can be important later if valuations increase. There’s a risk of over-paying tax if the valuation doesn’t go up or if the company isn’t successful.

Taxes 103
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10 Brilliant Financial Advisor Websites from Osaic That Drive Results

FMG

Sapphire Wealth Management Sapphire Wealth Managements website homepage features interactive links to the resource center that catch attention by flipping as viewers hover over each tile. High Point Capital Group Visitors on your financial advisor website are ultimately looking to answer the question whats in it for me?

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Selling a Business? Brokers Share Tips on How to Maximize the Sale Price

Darrow Wealth Management

Make your business more sellable later by getting advice now Business brokers often recommend getting a valuation done years before expecting to sell the company. Sellers also need to work with a broker and their advisors to understand a typical deal structure so that they can maximize their cash at closing.”

Sales 98
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What Happens to Your Stock When a Company is Bought?

Darrow Wealth Management

For example, in the Takeda acquisition of Shire, awards were converted on a predetermined valuation outlined in the terms of the deal. Since there are many different types of potential outcomes and considerations for professionals when a company is sold, it’s important to review your specific situation with a financial advisor.

Taxes 116
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Should You Exercise Stock Options During a Pre-IPO Window?

Darrow Wealth Management

Unfortunately, for those tax savings to materialize, the post-IPO stock price at sale must be considerably more than the pre-IPO valuation at exercise. Most companies go public at their highest historical valuation. appeared first on Darrow Wealth Management. So let’s get that out of the way first.