VCFO

MAY 5, 2022

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. Unless it is a simple, small business, the valuation of the business can be complicated. Engaging valuation expertise is a good way to pave the path to success. Personal Transition Planning.

Sales 79

Sales Mergers and Acquisitions (M&A) Planning Valuation 79

CFO News Room

DECEMBER 23, 2022

While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. While RIA M&A activity has been red hot during the past couple of years, a survey suggests that advisors are expecting lower valuations in 2023. Jeff Levine | Twitter).

Mergers and Acquisitions (M&A) 130

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

CFO News Room

DECEMBER 10, 2022

Recruitment has become the top concern for RIAs, according to a Charles Schwab survey, outpacing client acquisition through referrals and other priorities for the first time in the history of the study. The key questions aspiring partners can ask themselves to determine whether becoming a partner in their firm is the right course for them.

Mergers and Acquisitions (M&A) 130

Mergers and Acquisitions (M&A) Planning Valuation Accounting 130

Barry Ritholtz

MARCH 5, 2024

I’m looking forward to our conversation. I 00:01:24 [Barry Ritholtz] Am also, I’m very familiar with Magnetar and, and its history. . ~~~ This is not an official transcript. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News. They have an incredible track record. David Snyderman. Louis for college.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Credit Risk Investments Banking 56

Barry Ritholtz

DECEMBER 14, 2022

But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?

Mergers and Acquisitions (M&A) 60

Mergers and Acquisitions (M&A) Investments Construction Concentration 60

Barry Ritholtz

FEBRUARY 13, 2023

And this is just a masterclass in how to manage assets, think about your career, understand the relationship between markets, between fixed income, the Fed, the dollar, sentiment, consumer spending, just everything is related and understanding what matters when is the key to your success. And you know, I love markets. RITHOLTZ: Yeah.

Mergers and Acquisitions (M&A) 56

Mergers and Acquisitions (M&A) Investments Marketing Education 56

Barry Ritholtz

SEPTEMBER 26, 2022

He basically set up a foundation, joined The Giving Pledge, and became very active in both policy and entrepreneurship. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing. Revolution is the outgrowth of his family office that does everything from seed to venture, to growth investing.

Mergers and Acquisitions (M&A) 64

Mergers and Acquisitions (M&A) Startups Investments Healthcare 64

CFO News Room

NOVEMBER 26, 2022

Why RIA M&A activity has slowed down since October and how deal structures could be affected in the current economic environment. Also in industry news this week: The Biden administration has extended the student loan payment pause out to as far as August 31, 2023 amid legal battles over its broader student loan relief plan.

Mergers and Acquisitions (M&A) 130

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