CFO News Room

NOVEMBER 29, 2022

Anh is the Founder and Managing Partner for SageMint Wealth, a corporate LPL-affiliated RIA based in Orange, California, that oversees nearly $325 million for 195 client households. But where the struggle in that CFO is and working with outside consultants is they identify what the issue is or they identify where the problem is.

Leverage 130

Leverage Planning Concentration Tax Planning 130

VCFO

JANUARY 11, 2024

Quality of Earnings Reports Impact Valuation Authored by Joe Williams , Consulting CFO – vcfo A quality of earnings report is vital in acquisitions, offering in-depth analysis of a company’s financial health. Are you considering selling your business in the next several years or looking to address a specific business valuation driver?

Valuation 84

Valuation CFO Startups Leverage 84

CFO News Room

JANUARY 24, 2023

We also talk about how, in addition to her unique succession structure, Jennifer created an operating agreement for her firm (based on the teachings of Philip Palaveev and Mark Tibergien) when she added a partner, that outlines the financial management of their P&L as targeting 40% advisor compensation, 35% overhead expenses, and 25% in profit (..)

Practice Management 130

Practice Management Planning Communication Leverage 130

CFO News Room

NOVEMBER 14, 2022

She is the co-founder and President of Journey Strategic Wealth, a Registered Investment Adviser built for advisors seeking independence and full-fledged practice management support. She currently runs a weekly YouTube series called “Practice Management with Penny.”. Leveraging their skills independently.

Practice Management 130

Practice Management Planning Communication Leadership 130

VCFO

NOVEMBER 4, 2022

This article was co-authored by Ashford Chancelor , Dallas Practice Manager & Consulting CFO with vcfo, and Paul Hagerty , Sr. Given the backdrop above, the management team that’s gotten a business this far may not possess what will be needed to get the business through the next phase.

Concentration 75

Concentration CFO Strategic Planning Practice Management 75

CFO News Room

DECEMBER 3, 2022

From there, we have several articles on practice management: The three essential skills firm owners need to build the right team, including why it is important to always be on the lookout for potential employees. Why wrap fee programs appear to be in the crosshairs as the SEC begins to enforce Reg BI. Pat Cleary | Alpha Architect).

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 27, 2022

John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households. There was a period where I had the CFO of this broker dealer, he couldn’t believe how much I was doing in the applications.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Marketing Securities 130