Sara Grillo

JANUARY 8, 2024

He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. And that is certainly a welcome innovation, whoo hoo!

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Accounting Consultants Consulting Due Diligence 64

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors. Three Creeks Capital – Ryan A.

Accounting 52

Accounting Consultants Consulting Due Diligence 52

Sara Grillo

APRIL 19, 2024

One of the biggest fears that people have, when they are looking for a financial advisor, is this: “Is it truly impossible for an advisor to say wire themselves a few million dollars from a client’s account?” Here’s how it usually goes in terms of advisors moving money between accounts.

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Due Diligence Legal Accounting Education 97

Private Equity Wire

SEPTEMBER 10, 2024

CIL, the growth strategy consulting firm with offices in the US, Europe, and the UK, has hired Frédéric Thomas as Partner to lead its French operations, and be part of its Global Healthcare & Life Sciences practice.

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Due Diligence Private Equity Firms Private Equity Firms Consultants 52

Hedgestone

JULY 5, 2023

Managing Due Diligence Buyers will conduct due diligence on your business to ensure that they are making a wise investment. A lawyer can also help you prepare for the due diligence process by identifying potential issues and addressing them proactively.

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Due Diligence Legal Consultants Consulting 52

Hedgestone

JUNE 5, 2023

Business brokers can assist with a variety of tasks, such as business valuation, marketing, negotiations, due diligence, and closing. A business broker can help you determine the fair market value of your business, taking into account factors such as financial performance, market conditions, and industry trends.

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Due Diligence Mergers and Acquisitions Consultants Consulting 52

Hedgestone

JUNE 19, 2023

However, it’s important to do your due diligence to ensure you are making a smart investment. You should work with an attorney and accountant to ensure all legal and financial requirements are met. We can assist you with every aspect of the purchasing process, from due diligence to negotiating the best deal.

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Due Diligence Mergers and Acquisitions Consultants Consulting 52

Hedgestone

JUNE 12, 2023

Unlike starting a business from scratch, buying an existing business requires careful due diligence to ensure that the company you’re purchasing is a good investment. Due Diligence for a Million Dollar Business Due diligence is a critical step in the process of buying a million dollar business.

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Due Diligence Mergers and Acquisitions Financing Finance 52

Hedgestone

JULY 6, 2023

Therefore, before you start your search, it’s important to conduct thorough due diligence to ensure you’re not wasting your time and money. Conducting Due Diligence Once you’ve found a distressed business that you’re interested in, the next step is to conduct due diligence.

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Due Diligence Liabilities Legal Financing 52

Hedgestone

JULY 7, 2023

The SIPC insurance provides protection up to $500,000 per account, which includes up to $250,000 in cash. You will need to provide details about your account, including the types of investments you held and the value of your account. Step 2: File a Claim with SIPC Once you have contacted the SIPC, you will need to file a claim.

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Securities and Exchange Commission (SEC) Due Diligence Mergers and Acquisitions Consultants 52

Hedgestone

JULY 1, 2023

Step 3: Conduct Due Diligence Once you’ve identified a business that you’re interested in acquiring, it’s time to conduct due diligence. Contact us today at (561) 593-3711 for a free consultation and to learn more about how we can help you find the perfect business to acquire.

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Due Diligence Legal Financing Finance 52

Hedgestone

JULY 10, 2023

Conducting Due Diligence Once you have a basic understanding of the business, it is time to conduct due diligence. Due diligence is the process of investigating and verifying the information provided by the seller. It is important to conduct due diligence in a thorough and systematic manner.

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Due Diligence Mergers and Acquisitions Assets Consultants 52

Hedgestone

JULY 10, 2023

A business broker’s responsibilities can include: Valuing the business Creating a marketing strategy Preparing marketing materials Qualifying potential buyers Facilitating negotiations Coordinating due diligence Closing the deal How Business Brokers Get Paid Business brokers typically work on a commission basis.

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Due Diligence Mergers and Acquisitions Private Equity Firms Private Equity Firms 52

Axial

JANUARY 30, 2024

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. VERCOR merger and acquisitions consultants provide worldwide resources usually available only to companies with revenues in excess of $100,000,000.

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Hedgestone

JUNE 24, 2023

Conduct due diligence Before you commit to purchasing the business, it is essential to conduct due diligence. It is important to work with an attorney and accountant to ensure that you are fully aware of any risks associated with the business. Contact us today at (561) 593-3711 for a free consultation.

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Finance Financing Due Diligence Mergers and Acquisitions 52

Hedgestone

JUNE 7, 2023

Our team of trusted experts includes in-house attorneys, accountants, and marketers with over 150 combined years of business sales experience. Due Diligence When a buyer is interested in your business, they’ll want to conduct due diligence to ensure that everything is in order.

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Axial

JANUARY 15, 2025

Collaborate with your accountant to ensure your record-keeping is complete and adheres to standard, detailed accounting practices, instead of a basic cash-in-cash-out model. Executing a Letter of Intent (LOI) and closing the deal: Execute an LOI with a single buyer, engage in the due diligence process, and finalize the deal.

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Due Diligence Consultants Consulting Exit Strategy 59

Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. So before starting the selling process (detailed below), consult with your accountant, tax advisor, wealth manager, spouse, and family.

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Due Diligence Legal Mergers and Acquisitions Prospects 52

The Motley Fool

JANUARY 30, 2025

We generated 7% underlying revenue growth continuing our best stretch of growth in more than two decades with both risk and insurance services and consulting delivering strong results. As a reminder, our index skews to large account business. While risk-adjusted rates for loss-impacted accounts were flat to up 30%. Europe, U.K.

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Companies Consultants Consulting Taxes 130

Hedgestone

JUNE 20, 2023

However, before you sign on the dotted line, it’s important to do your due diligence and ask the right questions. Our trusted experts will guide you through every step of the purchasing process, from due diligence to negotiating the best deal. Call us today at (561) 593-3711 for a free consultation.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consultants Consulting 52

Hedgestone

JULY 10, 2023

Conducting Due Diligence Due diligence is the process of investigating a business before making a purchase. It’s important to conduct thorough due diligence to ensure that the business you’re interested in is a good investment.

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Due Diligence Financing Finance Consultants 40

The Motley Fool

MAY 13, 2024

By the way, if you've ever worked with consultants who use these four-box frameworks, you know that of those four boxes, you always want to be in the upper right box, not any of the other three, so I've set it up that way so you can see where I think I am, where the investee approach I teach is, where rule-breakers live.

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Axial

JULY 13, 2023

During this time, buyers conduct a full due diligence process, while continuing to have meetings with the company’s management team to better understand the business. It’s better to get in front of these issues in the LOI stage than to have them discovered in due diligence.

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Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring.

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Financing Finance Due Diligence Funds 52

Hedgestone

JULY 11, 2023

Due Diligence After negotiating the terms of the deal, the next step is to conduct due diligence. Due diligence involves reviewing the company’s financials, legal documents, and other critical information to ensure that the buyer is making an informed decision.

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Hedgestone

JUNE 22, 2023

A seller should ensure that their financial statements are accurate and up to date to avoid any surprises during due diligence. We offer a comprehensive approach to buying and selling businesses, from due diligence to negotiating the best deal. Call us today at (561) 593-3711 for a free consultation.

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Due Diligence Mergers and Acquisitions Consultants Consulting 52

Hedgestone

JULY 10, 2023

Conducting Due Diligence Once you have identified an LLC business to purchase, the next step is to conduct due diligence. Due diligence is the process of evaluating a business to determine its financial and legal standing. This will help you negotiate a fair price that takes into account any potential risks.

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Due Diligence Mergers and Acquisitions Legal Liabilities 40

Axial

DECEMBER 16, 2024

This will allow you to confidently address any questions buyers may have during due diligence. A third-party Quality of Earnings (QofE) assessment can validate your financials, identify issues to resolve, and expedite due diligence, ensuring a smoother sale. This niche experience can be hard to find on your own.

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Due Diligence Legal Mergers and Acquisitions Accounting 40

Hedgestone

JUNE 14, 2023

At HedgeStone Business Advisors, we have a team of highly experienced business brokers who can help you with every aspect of the purchasing process, from due diligence to negotiating the best deal. Our team includes in-house attorneys, accountants, and marketers with over 150 combined years of business sales experience.

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Hedgestone

JULY 10, 2023

They also assist with due diligence and provide guidance to both buyers and sellers throughout the transaction process. Working in a related field, such as accounting, finance, or sales, can also be beneficial. This can be gained through education or work experience.

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Due Diligence Education Financing Finance 52

Sara Grillo

MAY 24, 2024

For example, are there account opening or closing fees charged by the custodian? If your advisor is managing your assets, usually the fee is debited out of your account at the custodian without you having to manually perform the action of paying the bill. Please conduct your own due diligence and come to your own decision.

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Due Diligence Education Consultants Consulting 52

Hedgestone

JUNE 13, 2023

Business brokers can provide a range of services, from preparing the business for sale to finding qualified buyers and helping with due diligence. This rate is based on industry averages and takes into account the various costs associated with selling a business, such as marketing expenses and legal fees.

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Due Diligence Consultants Consulting Legal 52

Hedgestone

JUNE 26, 2023

NPV calculates the present value of future cash flows, taking into account the time value of money. Our comprehensive approach to IT consulting helps businesses to align their IT strategy with their overall business strategy, measure the business value of IT, and optimize IT operations for maximum efficiency.

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Hedgestone

JULY 10, 2023

It’s essential to consult with a tax professional before selling your business to understand the tax implications fully. Due Diligence and Closing Once a buyer has been identified, we can assist with the due diligence process to ensure that the buyer is qualified and can successfully operate the business.

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Due Diligence Mergers and Acquisitions Consultants Consulting 40

Hedgestone

JULY 11, 2023

Our dedicated professionals have a wealth of experience in representing buyers and assisting with every aspect of the purchasing process, from due diligence to negotiating the best deal. If you’re considering selling your business, call HedgeStone today at (561) 593-3711 for a free consultation. Thank you for reading!

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Due Diligence Mergers and Acquisitions Consultants Consulting 52

Hedgestone

JULY 10, 2023

We can help you value your cleaning business, market it to potential buyers, negotiate the best deal, and guide you through the due diligence and closing process. You may want to consider hiring an accountant to help you prepare these statements and ensure that they are accurate.

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Hedgestone

JULY 13, 2023

Assets and Liabilities The value of a business’s assets and liabilities is also taken into account when valuing the company. A professional business broker or valuation expert can provide an objective assessment of the business’s value, taking into account all relevant factors.

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