Diamond Consultants

SEPTEMBER 20, 2022

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? So, what are you to do?

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52

The Motley Fool

NOVEMBER 8, 2024

generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses. But we've also had a number of transactions or investments that we were actively executing on in due diligence and legal documentation that just, for one reason or another, slipped away.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

Private Equity Wire

SEPTEMBER 20, 2023

Private credit loans are complex and bespoke, with negotiated terms such as cash flow, timing, and fee structures. A fund structure may have ten investments, but there are 100 mid-tier entities in that structure below the fund level—some of the clients making thousands of loans, which adds to the complexity.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

Sara Grillo

JANUARY 8, 2024

I’ve got Zack Hubbard , the director of financial planning and participant engagement at Greenspring Advisors, a fee only RIA. He’s going to talk about how his firm is providing access to financial planning for small accounts through their 401(k) platform. Financial planning for smaller accounts: is it really possible?

Accounting 64

Accounting Consulting Consultants Due Diligence 64

Axial

OCTOBER 24, 2023

What is the valuation and fee structure? Tell me about your fee structure. The most common way an M&A advisory firm charges for its services is with a retainer and a success fee. Can’t Get Enough Due Diligence? What valuation range should I expect for my business and why?

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 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.

Due Diligence 52

Due Diligence Legal Consulting Consultants 52

The Motley Fool

AUGUST 9, 2024

generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses. My last update relates to our activities to expand and improve our finance, accounting, and treasury functions to match the growth and best-in-class performance of our investment team's investment portfolio and asset management business.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130