The Future Proof Festival in Huntington Beach has quickly become the gathering place for wealth management leaders who want to...
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Once upon a time, being a wealth advisor was mostly about one thing: beating the market. You were the stock whisperer, the bond...
For years, B2B SaaS companies have measured and rewarded the wrong things, and eventually, that approach started shaping...
“We Need to Do Something, But We Don’t Know What” is how a leader at a large, national accounting firm recently answered our...
Welcome to the final post in our series on understanding business valuation. If you’ve stuck with us so far, you’ve learned...
The Most Dangerous Phrase in Business Strategy
“That’s how we’ve always done it”...
I remember meeting with audit clients and...
Why Advisors Must Expand Beyond Investment Management
For decades, investment management has been at the core of wealth...
Why Business Valuation Matters More Than Ever
SMBs are navigating a financial landscape filled with uncertainty—inflation,...
As Seen in WealthManagement.com
It’s how you use it, why and how you explain that value proposition to your clients.
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When calculating the value of a business, it’s easy to focus on the tangible and operational aspects—the equipment, the...