Concentration, Economics, Tax Planning and Valuation

Restructuring Compensation And Roles To Align For Growth

CFO News Room

NOVEMBER 8, 2022

Because the economics of profitability start showing up particularly when you’re starting to hire other advisors and staff and team. And the four pillars are the financial plan, risk management, so just checking all their what-if scenarios that something…a husband dies, wife dies, long-term care, disability. Is it at 1.5%?

Restructuring

Restructuring Planning Accounting Marketing

Transcript: Ted Seides

Barry Ritholtz

AUGUST 15, 2023

SEIDES: Yeah, I wouldn’t measure it in terms of economic returns. It’s part of their own tax planning. What’s the valuation? So, it cost the firm $320,000, well worth every penny? Or was this a, like, to me it sounds like the whole thing was spectacular. Unless they have their own foundation.

Benchmarking

Benchmarking Investments Marketing Treasury

Corporate Finance Brief

Restructuring Compensation And Roles To Align For Growth

Transcript: Ted Seides

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