E78 Partners
SEPTEMBER 5, 2023
When it comes to mergers and acquisitions (M&A), the path to success is often illuminated by a clear understanding of a company’s financial health. It aims to assess the accuracy and sustainability of the reported earnings, going beyond the surface numbers and diving into the roots of profitability.
CFO News Room
NOVEMBER 5, 2022
We also have a number of articles on taxes and end-of-year planning: The importance for advisors of understanding current RMD rules to ensure their clients take the proper distributions (and avoid a 50% penalty in the process!). Pundits continue to expect “SECURE 2.0” Adam is an Associate Financial Planning Nerd at Kitces.com.
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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. Why advisors crafting their marketing message might first want to consider whether their target client needs a ‘life raft’ or a ‘sailboat’. He can be reached at [email protected].
PYMNTS
AUGUST 31, 2020
As companies adjust their business models and prioritize risk mitigation, the corporate treasury offers a valuable, forward-looking view into financial futures. Data can identify merger and acquisition opportunities, for example, which may be key to helping organizations achieve their financial goals in a low-yield environment.
CFO News Room
DECEMBER 27, 2022
Welcome back to the 313th episode of the Financial Advisor Success Podcast ! My guest on today’s podcast is John Stokes. John is the founder and CEO of John Stokes Financial, a hybrid advisory firm based in Irvine, California that oversees more than $400 million in assets under management*, for 1,800 client households.
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