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Top 10 vcfo Articles of 2023

VCFO

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?

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#FA Success Ep 317: From Individual To Partnership: Managing The Merger Transition From Solo Practices, With Jennifer Climo

CFO News Room

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 (..)

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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

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.

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Sink, Survive, or Succeed – Adapting Your Business in a Turbulent Time

VCFO

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.

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How To Hire And Train An Associate Advisor For Your RIA

CFO News Room

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.

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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

Advisors can also help ensure that their clients’ estate plans are tax efficient, managing the estate and gift tax exemptions (both Federal and state!), leveraging trusts when appropriate, and selecting the optimal assets for charitable giving. Psychology Of Financial Planning.

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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

From there, we have several articles on practice management: Why it is important for advisors charging on a fee-for-service basis to regularly reassess their pricing, and best practices for letting current clients know about a fee increase.

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