Sara Grillo

MARCH 13, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Quick take: what is a bid-ask spread for an ETF? If we believe it is worth $25, there may be a bid (amount the buyer is willing to pay) of $24.98, and an offer(ask price) of $25.03

Exchange-Traded Funds 59

Exchange-Traded Funds Consulting Consultants Bidding 59

Walkner Condon Financial Advisors

JULY 27, 2023

Staff Changes We bid goodbye to Most Mico last week. The Walkner Condon Team You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. She was a great fit in an administrative role for us during her tenure.

Education 52

Education Bidding Consulting Consultants 52

The Motley Fool

MAY 7, 2024

Redfin still uses these contractors frequently for subsequent tours, but we need our best salespeople to treat the first tour like a listing consultation, in which we tell customers about our credentials, then ask for a sale. When somebody writes an offer, we alert the Bay Equity loan officer that someone is making a bid.

Legal 130

Legal Bidding Consulting Consultants 130

The Motley Fool

NOVEMBER 8, 2024

This has resulted in increased bid rates for new business opportunities and will allow us to further capture market share. The increase was primarily driven by higher people-related and consulting costs as we continue to stand up our own team and separate our functions from Cummins, partially offset by lower variable compensation costs.

Capital 130

Capital Due Diligence Legal Bidding 130

Axial

AUGUST 23, 2024

So before starting the selling process (detailed below), consult with your accountant, tax advisor, wealth manager, spouse, and family. Prepare for legal considerations: It’s important to ensure that all legal issues are resolved.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

The Motley Fool

NOVEMBER 7, 2024

Specifically, in Consulting & Engineering Services, we hired a new global delivery leader to sharpen operations, keep projects on track, and ensure contract requirements are met. Within the GBS segment, Consulting & Engineering Services declined 3.4% GBS, which represents 52% of total revenue, was down 1.6%

Resale 130

Resale Consulting Consultants Accounting 130

Axial

DECEMBER 16, 2024

Preparing for legal considerations: Ensure all legal issues are resolved, including compliance with relevant laws and regulations, securing patents, trademarks, and copyrights, and verifying that all necessary licenses are up to date. This niche experience can be hard to find on your own.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Pension Pulse

JANUARY 24, 2024

The corporate services teams support the investment groups' activities in areas including finance, operations, digital technology, human resources, legal affairs, communications and risk management. For more information, visit cdpq.com , consult our LinkedIn or Instagram pages, or follow us on X. What about CDPQ Infra?

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Axial

FEBRUARY 11, 2025

Unlike other methods, this approach accounts for premiums buyers have previously paid, which may include inflated prices from competitive bidding. Get connected with an Axial Exit Consultant today. These three analyses examine key business valuation factors, outlined in the table below.

Prospects 52

Prospects Due Diligence Capital Bidding 52

The Motley Fool

AUGUST 9, 2023

We finalized a share consolidation in June which led to the regaining of compliance with NASDAQ's minimum bid requirements. We also had an increase in our corporate SG&A driven by increased consulting and legal fees related to ongoing corporate projects, including the activity related to the letter of intent with Volvo.

Capital 100

Capital Finance Financing Collateral 100

The Motley Fool

NOVEMBER 7, 2024

Major drivers were from reductions in purchased services and external consultants as we better leverage digital technology and AI. So that's public leaders to decide and being able to totally contract bid and at the same time for a full season, we believe it's going to have an impact in the U.S. Do you agree there? specifically.

Education 130

Education Taxes Banks Capital 130

The Big Picture

AUGUST 20, 2024

And so in the 1990s, I developed the, the late 1980s, early 1990s, I developed a skillset around valuation, in particular discounted cash flow or residual income type models, along with a couple of peers out of the consulting industry. And I do think you used a term that I think is really interesting, the relentless bid.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69

The Motley Fool

FEBRUARY 6, 2024

Professional fees decreased 18%, mainly due to a decrease in legal fees. We expect professional fee expenses to be above the first quarter of '23 levels as we continue to augment our technology effort with consultants. So there's things that we're working on adding bid-ask information to the mids that we already use in products.

Leveraging 130

Leveraging Assets Banks Taxes 130

The Big Picture

OCTOBER 21, 2024

But being part of that, when you had very wide bid as spreads and you could see that execution and entering and exiting a position, there was a, a massive amount of, of differentiation and performance that could be created if one were to be able to trade a tactically. 00:55:12 [Speaker Changed] I would say book-Wise.

Hedge Funds 59

Hedge Funds Banks Finance Financing 59

The Big Picture

FEBRUARY 13, 2023

RITHOLTZ: You hit the bid before — RIEDER: Well, yes. I mean, 100 percent, and you know, when clients invest with you, or rating agencies or consultants evaluate your business, it’s all about what is your process? Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance?

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Motley Fool

JANUARY 22, 2025

There could be a bidding war in theory. You could see a bidding war and now get a lot of interest in this company, and that'll that'll make investors excited. He made a bid for US Steel in 2023, and I was trying to figure out, I hadn't paid much attention to him in the past. Jason Moser: Multiple offers can have that effect.

Bidding 130

Bidding Taxes Mergers and Acquisitions Education 130

The Motley Fool

AUGUST 29, 2024

The underlying momentum of the business and key performance indicators remain consistent with previous quarters as evidenced by increased product usage, record bid activity on BuildingConnected, and cautious optimism from our channel partners. Adam Borg -- Analyst That's super helpful.

Leveraging 130

Leveraging Capital Bidding Shareholders 130

The Motley Fool

FEBRUARY 25, 2025

We believe our exemplary performance in increasing Italy same-store sales and state revenue position us well for the upcoming Italian Lotto bid. Capex is expected to be around $450 million, including the increased investments related to recent contract wins and extensions as well as important upcoming bids. This is Max speaking.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Bidding Debt Leveraging 130

The Motley Fool

FEBRUARY 25, 2025

We encourage you to consult the risk factors referenced in our SEC filings for additional details. EPX-100 is administered in a liquid formulation with bid dosing, a single dosing regimen that is especially meaningful for patients living with DE. The dose is 750 milligrams per day administered in two equally divided doses at 375 bid.

Banks 130

Banks Bidding Shareholders Assets 130

The Motley Fool

JANUARY 10, 2025

and Germany and legal payments of $137 million. They may use it and then alter it to meet what the benefits consultants drive at the pay -- at the self-insured employer level, let's say. The one part that is impacting our cash flow this year, as well as in fiscal '24, was significantly higher run rate on the legal payments.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Leveraging Assets 130

Axial

FEBRUARY 11, 2025

Finding the best-fit M&A advisor to successfully execute your exit with guidance from an Axial Exit Consultant. Confirm that any legal obligations, such as leases, contracts, intellectual property agreements, and supplier agreements are settled and well-documented. Our network includes over 2,000 M&A advisors.

Exit Strategy 40

Exit Strategy Due Diligence Consulting Consultants 40

The Motley Fool

APRIL 16, 2024

There's some legal fees in there, but I think [laughs] that's very decent profit for them to be making. There's no consultant who knows anything, nobody knows anything. I strongly recommend just trying to use it for everything you legally and ethically can. Jason as we have the Board side of this settled. That's their business.

Finance 130

Finance Financing Banks Legal 130

Pension Pulse

FEBRUARY 25, 2025

in a bid to leave the short-term view of stock market investors behind. There is potential for upside to the acquisition price in the event of a third-party bid. Under the agreement, the Caisse de dpt et placement du Qubec will pay $13.75 per share in cash, amounting to a 58 per cent premium on Mondays closing price.

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

The Big Picture

MAY 21, 2024

Everybody’s so focused with Nvidia and now Intel has caught a bid and a few other chip makers. Because these regulated banks had to hire all these legal and compliance and expert folks to make sure we weren’t doing anything bad, right? You know, 00:46:35 [Speaker Changed] It’s, let me, let me see if I understand that.

Finance 59

Finance Financing Banks Assets 59

The Big Picture

DECEMBER 2, 2024

Full disclosure, the professor has consulted for Bloomberg lp, that’s the parent company of Bloomberg Radio, where he led classes teaching corporate culture and tribalism. I, I also do a lot of consulting, as you mentioned. You’ve been consulted for Bloomberg and, and other entities.

Banks 52

Banks Consulting Consultants Mergers and Acquisitions 52

Pension Pulse

NOVEMBER 21, 2024

He is chairman and CEO of Harper & Associates, his consulting and advisory business, and chairman and co-founder of Miami-based investment fund Vision One, as well as a “working equity partner” at private-equity firm Azimuth Capital, which invests in energy and the energy transition. I never spoke to Prime Minister Harper about it.

Pension Funds 64

Pension Funds Finance Financing Consulting 64