E78 Partners

APRIL 10, 2023

As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead. One such game-changing technology is cloud-based dental software, which is revolutionizing the way dental practices and DSOs manage their operations and deliver exceptional patient care.

Practice Management 52

Practice Management Compliance Problem Solving Securities 52

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

VCFO

JANUARY 11, 2024

Compensation Strategy and Philosophy Best Practices Authored by Jeanine Pollard , Senior People Operations / HR Consultant – vcfo A sound compensation strategy , aligned with a company’s values and market position, is essential for business success. In this blog, we highlight the essential elements. Is your business ready for it?

Valuation 87

Valuation CFO Startups Leverage 87

Nerd's Eye View

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 86

Practice Management Planning Communication Leverage 86

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.”. There are several reasons for this.

Practice Management 130

Practice Management Planning Leadership Communication 130

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. Next, it is important for firm owners to hone their management skills (or to add effective ‘people managers’ to the team ).

Communication 130

Communication Investments Planning Marketing 130

CFO News Room

DECEMBER 17, 2022

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. Bonnie Buol Ruszczyk | InvestmentNews).

Education 130

Education Planning Benchmarking Investments 130