Diamond Consultants

SEPTEMBER 10, 2024

An advisor could easily earn more for their book at day’s end if they have the appetite to go through a transition—either via a recruiting deal from another traditional firm or by creating a competitive bidding process and selling their book with capital gains treatment on the open market. Should you take the deal?

Enterprise Values 52

Enterprise Values Bidding Assets Capital 52

Diamond Consultants

DECEMBER 20, 2022

We saw a handful of firms – UBS and RBC, in particular – go beyond their peers with uber-aggressive offers attached to a drop-dead join date as they bid for the industry’s best talent and, so far, it’s a strategy that paid off handsomely. That is, every advisor will have the opportunity to maximize their career enterprise value.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Enterprise Values Banks 59

The Motley Fool

OCTOBER 31, 2024

And as you very well know, another core value of Roblox is to take the long view. We do our best to optimize the long term in accordance with driving enterprise value. I think, earlier, there was a blog post about new paid access experiences where developers earn larger payouts. What are your learnings here?

Shareholders 130

Shareholders Leveraging Enterprise Values Bidding 130