Indigo Marketing Agency

FEBRUARY 6, 2020

Plus, I was very impressed by your direct, no-nonsense, non-salesy approach—which was the opposite of what I often see from other marketing consultants. Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well. Answer: The referral from Michael gave you instant credibility.

Due Diligence 52

Due Diligence Education Consultants Consulting 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. Revenue grew 7% on an underlying basis with 8% growth in RIS and 6% in consulting. In the consulting segment, fourth quarter revenue was $2.4

Companies 130

Companies Consultants Consulting Taxes 130

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.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Hedgestone

JULY 13, 2023

A company with the potential for significant growth is more valuable than one with limited growth prospects. We can also help you with due diligence, negotiating the best deal, and securing financing or investors. Growth Potential The growth potential of a business can influence its value.

Liabilities 52

Liabilities Due Diligence Assets Consultants 52

Axial

FEBRUARY 11, 2025

For aspects that require more time to implement, your advisor may present them as growth opportunities to prospective buyers. This assures prospective buyers of stable, predictable, and timely income even after your exit. This shows prospective buyers that your company will offer stable income even after you step away.

Prospects 52

Prospects Due Diligence Capital Bidding 52

The Motley Fool

NOVEMBER 8, 2024

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. The question is on manufacturing footprint and kind of the prospect of tariffs. Joe O'Dea -- Analyst Hi.

Capital 130

Capital Due Diligence Legal Bidding 130

The Motley Fool

AUGUST 9, 2023

Please also refer to our operating and financial review and prospects for 2022 and for the second quarter of 2023, which were included as Item 5 of our annual report on Form 20-F for 2022 and in Exhibit 99.2 to the report on Form 6-K that we are furnishing to the SEC today, respectively.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Due Diligence 130

Diamond Consultants

JANUARY 17, 2023

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. Given that today’s OSJs often compete against RIA firms, it’s a way to make their offering more compelling to prospective advisors.

Due Diligence 52

Due Diligence Stakes Best Practices Leveraging 52

Hedgestone

JUNE 17, 2024

Get ready to take the first confident step towards acquiring your ideal business with the right consultancy! This due diligence will not only help you select the most competent broker but also ensure that they align with your entrepreneurial vision and goals. What is their experience in your specific industry?

Legal 52

Legal Due Diligence Fee Structure Startups 52

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. Please consult a consultant. If fiduciaries were to behave as fiduciaries there would be fewer issues with these life insurance illustrations! And 0:30:26.4 If that makes sense.

Due Diligence 59

Due Diligence Consultants Consulting Accounting 59

The Private Equiteer

FEBRUARY 5, 2025

This article explores the nuts and bolts of sourcing middle market private equity dealsfrom the importance of relationships and technology to creative strategies and case studieswithout diving into the due diligence or differentiation debates that usually come later.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

The Motley Fool

DECEMBER 6, 2023

Our business consulting can really help there, especially as we're building up our business in consulting and clinical. They were confident -- they did their due diligence. You talked about in the -- in the prepared remarks about some of the newer clinical data products around CDB, RTSM, ePRO.

Banks 130

Banks Consultants Consulting Due Diligence 130

The Big Picture

FEBRUARY 28, 2023

How much is the prospective market size, as well as how robust local economy is? It’s all about what are this company’s prospects? It’s about surrounding yourself with not generalist consultants that come in and tell you this market is big and growing, right? And by local, I mean, Asia, Europe or U.S.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Sara Grillo

MAY 8, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. link] Fernando, Jason. (31

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

SEPTEMBER 26, 2022

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Robert will be on the “for” team. JR will be on the “against” team.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

Diamond Consultants

NOVEMBER 6, 2024

Whether or not you are actively thinking of making a move, advisors must remain vigilant in protecting their confidentiality around any due diligence they perform. Clients can’t be informed or consulted unless allowed by the terms of any existing employment agreements. There’s a saying that can’t ring truer: Word travels fast.

Prospects 52

Prospects Due Diligence Education Consultants 52

Diamond Consultants

MARCH 25, 2025

We often facilitate name-blind calls between an advisor recruit and an advisor at the prospective firm. There is no better way to understand a prospective firms positive and negative traits than straight from the horses mouth and without preconceived notions based on brand or model.

Due Diligence 52

Due Diligence Prospects Legal Capital 52

Axial

JANUARY 27, 2025

A lack of clarity can create issues with prospective buyers, who will want to know you’re certain about your exit before they proceed with their own process. Second, it streamlines later-stage processes, such as addressing buyer inquiries during due diligence, making the finalization of the sale smoother and more efficient.

Due Diligence 52

Due Diligence Exit Strategy Bidding Consultants 52