VCFO

JANUARY 11, 2024

Building Blocks of Business Valuation Authored by Dustin Williamson , Managing Director – vcfo Houston Would you like to optimize your value? Are you considering selling your business in the next several years or looking to address a specific business valuation driver? In this blog, we highlight the essential elements.

Valuation 87

Valuation CFO Startups Leverage 87

Nerd's Eye View

NOVEMBER 6, 2023

This month's edition kicks off with the news that Practice Intel has launched a new "growth platform" centered around quantifying the quality of an advisor's client relationships with an all-in "Relationship Quality Index" (RQI) – which while potentially valuable in helping advisors understand and improve their client experience (and subsequently (..)

Valuation 91

Valuation Compliance Practice Management Technology 91

Nerd's Eye View

MAY 12, 2023

Also in industry news this week: Why industry groups representing investment advisers and others have blasted an SEC proposal that would significantly expand its Custody Rule A new study suggests that organic client growth and profit margins are the key factors driving RIA valuations, with the firm’s affiliation model having little to no impact (..)

Tax Planning 89

Tax Planning Practice Management Valuation Investments 89

Nerd's Eye View

OCTOBER 28, 2022

From there, we have several articles on practice management: A new report shows that RIA profitability and AUM soared in 2021, buoyed by a strong stock market and new client growth. Fidelity has introduced a direct indexing platform for advisors, joining an increasingly competitive space.

Practice Management 84

Practice Management Valuation Economics Investments 84

CFO News Room

DECEMBER 10, 2022

From there, we have several articles on practice management: Why creating a defined employee value proposition could be the key for RIAs to attract and retain talent in the current tight labor market.

Mergers and Acquisitions (M&A) 130

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

CFO Thought Leader

JULY 16, 2023

We sell accountancy solutions to CPAs, so this means document management, practice management, these kinds of things. We were very focused on the UK for a long time, but over the past few years we’ve really grown in the U.S. We also provide payroll for accountants, CPAs, and businesses.

CFO 52

CFO Education Leadership Practice Management 52

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.

Education 130

Education Planning Benchmarking Investments 130