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#FA Success Ep 306: Restructuring Partner Compensation And Roles To Align For The Next Stage Of Growth, With Cean Kenefick-Rogers

Nerd's Eye View

What's unique about Cean, though, is how the path that he and his partners took to break away from the insurance and brokerage worlds to run their own independent RIA inadvertently created a three-way struggle to find the proper compensation and accountability structure across their differing books of business, and ultimately forced them to seek third-party (..)

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Jump-Starting Value Creation: The Crucial Role of Pre-Acquisition Due Diligence and the First 100 Day PlanĀ 

E78 Partners

Value creation will need to get off to a quick start, which means that pre-transaction diligence and a 100-day plan are more crucial than ever. Getting Out of the Gate Fast: The First 100 Day Plan After acquiring a company, the first 100 days are crucial. But you cannot stop there.

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#FA Success Ep 335: Systematizing Succession And New Partner Transitions In A $1.5B Ensemble Enterprise, With Timothy Wyman

Nerd's Eye View

Tim is a Managing Partner for the Center for Financial Planning, a hybrid advisory firm based in Southfield, Michigan, that oversees $1.5 Welcome back to the 335th episode of the Financial Advisor Success Podcast ! My guest on today's podcast is Tim Wyman. billion in assets under management for 1,000 client households.

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Tax and finance leaders to up investment in digital transformation

Future CFO

Survey highlights In the next 12 months, 62% of decision-makers plan to invest in purpose-built tax technology with API functionality. Additionally, 30% of respondents plan to spend on in-house tax technology; 30% on upgrading their native ERP systems; and 28% on experimenting with smart tech, automation, and generative AI.

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Reviving a Financially Troubled Business: The Role of the CFO

CFO Share

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52
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Reviving a Financially Troubled Business: The Role of the CFO

CFO Share

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52
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Reviving a Financially Troubled Business: The Role of the CFO

CFO Share

Working tirelessly to break through the morass, founders often focus too much on sales and operations while under leveraging the skills of a CFO. Weekly or daily war room meetings should include a review of the project plan to hold the team accountable to their commitments.

CFO 52