Benchmarking, Prioritization and Tax Planning

2022 Best-Of Highlights From The Nerd’s Eye View Blog

CFO News Room

DECEMBER 26, 2022

10 Key Performance Indicators For Financial Advisory Firms To Compare With Industry Benchmarking Studies – Industry benchmarking studies can be a valuable tool for advisory firm owners to make better business decisions. The key point is that firm owners can use benchmarking data to better understand how they can improve their business.

Planning

Planning Benchmarking Profit and Loss Communication

Transcript: Gary Cohn

Barry Ritholtz

OCTOBER 3, 2023

So, you know, we, we, we got involved and created a benchmark, a commodity indices at the time. So I think when we look back at this with enough years of data with the covid blip being a blip, not, not that it’s a blip, it’s a blip in tax terms, 01:19:21 [Speaker Changed] It was a couple of years in tax terms for sure.

Marketing

Marketing Treasury Banking Profit and Loss

Corporate Finance Brief

2022 Best-Of Highlights From The Nerd’s Eye View Blog

Transcript: Gary Cohn

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