The Motley Fool

JULY 11, 2024

Additionally, during Q1, we engaged Accordion, a leading management consulting company, to assist us in evaluating avenues to support our restructuring and profitability initiatives. Our legal costs moving forward should normalize, with lower expenses projected in the second half compared to the prior year.

Debt 130

Debt Legal Leveraging Capital 130

The Motley Fool

JANUARY 31, 2025

Finally, wealth solutions delivered 8% organic revenue growth in Q4, driven by continued strong demand for pension risk transfer consulting, regulatory work from policy changes across the U.K. Of course, we don't have the legal expense charge that you talked about. and EMEA, and new clients' market performance in NFP.

Leveraging 130

Leveraging Capital Taxes Shareholders 130

Hedgestone

JUNE 17, 2024

Preparing Your Amazon Business for Sale: Essential Steps When you decide to sell my Amazon business , it’s crucial to prepare meticulously to enhance its value and appeal to prospective buyers. But how can you pinpoint the perfect match among a sea of prospects? Well, you’re in the right place to find out!

Legal 52

Legal Consultants Consulting Prospects 52

Axial

OCTOBER 21, 2024

The process is intense and involves business and market analysis, creating legal documents, preparing marketing materials, and negotiations. Confirm that any legal obligations or agreements (such as leases, contracts, supplier agreements) are settled and documented to avoid complications down the road. #4.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consultants Consulting 97

Hedgestone

JUNE 17, 2024

Whether it’s lease conditions, legal stipulations, or tenant obligations, knowing where you stand can empower you. Are there specific legal steps you can take to ensure your pathway to selling is smooth? It’s critical to understand not just the legal bindings, but also the potential motivations of your landlord. Absolutely!

Legal 52

Legal Consultants Consulting Exit Strategy 52

The Motley Fool

MAY 9, 2024

Leading the call today is Joe Todisco, chief executive officer of CorMedix, and he's joined by Dr. Matt David, executive vice president and CFO; Beth Zelnick Kaufman, EVP and chief legal officer; Liz Hurlburt, EVP and chief clinical strategy and operations officer; and Erin Mistry, EVP and chief commercial officer.

Capital 130

Capital Consultants Consulting Accounting 130

The Motley Fool

JANUARY 25, 2024

Revenue grew 7% on an underlying basis with 8% growth in RIS and 7% in consulting. In the consulting segment, fourth-quarter revenue was $2.3 Consulting operating income was $443 million, and adjusted operating income was $480 million, up 18%. For the full year, consulting revenue was $8.7 Do you have a follow-up, David?

Companies 100

Companies Securities and Exchange Commission (SEC) Mergers and Acquisitions Consultants 100

The Motley Fool

NOVEMBER 21, 2024

in consultative discussions, demonstrating the added clinical utility to be gained by adding the Nanox.ARC to their practices. We have now shipped several demo kits to the prospective clients to more easily allow them to experience our unique technology. And during Q3, we continued to gain traction with additional imaging groups.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Education 245

Indigo Marketing Agency

MARCH 6, 2023

It should not be construed as providing investment, legal, and/or tax advice. To determine what may be appropriate for you, consult your financial advisor. How Indigo Can Help Marketing plays a significant role in communicating your firm’s culture to prospects. This article represents the opinion of Mitlin Financial Inc.

Prospects 52

Prospects Best Practices Consultants Consulting 52

The Private Equiteer

SEPTEMBER 20, 2022

But with the increasing hiring of candidates from management consulting (and other non-banking) backgrounds and the recruiting cycle arms race, some self-study is warranted for aspiring private equiteers. There are 3 parts to it: a refresher on LBO modeling, a run-through on an entire deal process and case study of a lower middle-market deal.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

Insight Partners

MARCH 6, 2024

Who is responsible: Product (owner), Sales (consulted), and Marketing (consulted). Who is responsible: Product (owner), Finance (consulted), and Sales (consulted). Who is responsible: Tech (owner), Legal (consulted), and Product (consulted). Do you understand how you want to charge for your product?

Consulting 52

Consulting Consultants Mergers and Acquisitions Legal 52

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. So it’s important to have that ready before you start promoting your business for sale.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

The Motley Fool

NOVEMBER 14, 2023

I'd like to thank and congratulate all of the core medical employees who have worked diligently with our CDMO and external consultants in preparation for the inspection, as well as thank our CDMO, ROVI Pharma Industrial Services, for their commitment to CorMedix and DefenCath. million, compared with 22.3 million in the same period in 2022.

Legal 130

Legal Capital Investors Consultants 130

The Motley Fool

FEBRUARY 10, 2024

A company is a legal entity. It makes consultants and bankers really rich, but shareholders really poor. So why don't we take a fictional company, let's call it Universal Export just because I do love a James Bond reference. It's 10-K has just landed on your desk. What, to you, are some of your first areas of exploration?

Companies 246

Companies Accounting Assets Banks 246

The Motley Fool

AUGUST 8, 2023

Any statements other than statements of historical fact regarding management's expectations, beliefs, goals, and plans about the company's prospects, including its clinical development program, manufacturing activities, and NDA approval for DefenCath in the U.S. These increases were partially offset by a decrease in legal fees for the period.

Finance 130

Finance Financing Legal Prospects 130

Diamond Consultants

JANUARY 24, 2023

institutional or transactional clients, or accounts below $1mm investable) to focus the business and prospecting efforts on their ideal client profile post-transition. Was the book built by the advisor’s own prospecting efforts or assembled via referrals from the institution? Assess how the clients were sourced.

Legal 52

Legal Prospects Assets Banks 52

The Motley Fool

JULY 26, 2024

As you know, 3M has been undergoing a lot of change in the past few years following COVID, most recently with a successful spinoff of the healthcare business executing on a significant restructuring effort and working to mitigate risks, including discontinuing PFAS manufacturing by the end of 2025 and settling legal matters.

Legal 130

Legal Leveraging Capital Liabilities 130

Hedgestone

JUNE 17, 2024

Get ready to take the first confident step towards acquiring your ideal business with the right consultancy! They assess the value of a business, market it effectively, negotiate on behalf of their clients, and ensure all legal and financial proceedings are handled correctly. Can you imagine navigating all that alone?

Legal 52

Legal Due Diligence Fee Structure Startups 52

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. 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.

Exchange-Traded Funds 59

Exchange-Traded Funds Consultants Consulting Bidding 59

Axial

NOVEMBER 18, 2024

Understanding how prospective buyers determine your business’s value is a key factor in a successful sale. This provides prospective buyers with a clearer view of cash flow, a better understanding of your company’s suitability for a debt-financed acquisition, and an easier way to compare it to others.

Consultants 52

Consultants Consulting Debt Finance 52

The Motley Fool

APRIL 30, 2024

Our guidance assumes, among other things, that we don't conclude any additional business acquisitions, restructurings or legal settlements. It's not possible to accurately predict demand for our goods and services, and therefore, our actual results could differ materially from our guidance. And now I'll turn the call over to Andy.

Leveraging 245

Leveraging Capital Banks New York Stock Exchange 245

Sara Grillo

APRIL 21, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. To quote Adam Cross, the founder: Towards the end of all introductory meetings, we ask the prospect “how” they want to engage with us. So please subscribe! Ethics matter.

Consultants 52

Consultants Consulting Prospects Legal 52

Diamond Consultants

AUGUST 15, 2023

The heavy lifting comes next: transitioning client accounts, learning systems and platforms at a new firm, and prospecting for business under a different flag. Marketing freedom and communication was another major positive that respondents noted. One additional challenge that advisors worry about when leaving Jones is legal repercussions.

Legal 52

Legal Prospects Assets Leveraging 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. But try to hold them legally accountable for meeting that standard, and those same “advisors” quickly change their tune. For those of you who are new to my blog, my name is Sara.

Legal 52

Legal Consultants Consulting Taxes 52

The Motley Fool

MAY 2, 2024

One example in the legal space, our Contract Companion GPT, streamlines the task of reviewing and summarizing contracts across the business, with the GPTs providing step-by-step guidance to craft a tailored, insightful summary. To be fair, we have not consulted with the agency on that yet. Over the past year, we've built over 750 GPTs.

Consultants 130

Consultants Consulting Taxes Banks 130

Clearlake Capital Group

MAY 6, 2024

“Francisco Partners has a long history of working with leading technology companies to carve-out divisions and business units that can benefit from greater focus and flexibility as standalone entities, and where our Francisco Partners Consulting operating team can bring resources and expertise to help accelerate growth.” “As Advisors J.P.

Capital 45

Capital Legal Private Equity Firms Private Equity Firms 45

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. That was completed in August.

Capital 130

Capital Due Diligence Legal Bidding 130

The Motley Fool

AUGUST 14, 2024

Leading the call today is Joe Todisco, chief executive officer of CorMedix, and he is joined by Dr. Matt David, executive vice president and CFO; Beth Zelnick Kaufman, EVP and chief legal officer; Liz Hurlburt, EVP and chief clinical strategy and operations officer; and Erin Mistry, EVP and chief commercial officer.

Education 130

Education Accounting Legal Finance 130

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

Fortune Financial

SEPTEMBER 5, 2023

This resurgence has instilled consumer confidence, with individuals feeling more secure about their financial prospects. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.

Debt 59

Debt Education Financial Institutions Taxes 59

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. We'll have the whole summer to learn how best to explain our fees without confusing prospective customers.

Legal 130

Legal Bidding Consultants Consulting 130

Sara Grillo

NOVEMBER 14, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. He said that a prospective client called him today, saying that he hears everyone calling themselves a fiduciary and wanted to know if he was one. So please subscribe! Salaske agrees.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Consultants Consulting Education 59

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. For advise on such matters, contact a legal or compliance advisor.

Consultants 52

Consultants Consulting High Net Worth Individuals Taxes 52

Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. a British pension trustee and governance consultant; Axelia Partners, a global expansion service provider; and BNP Paribas Jersey Trust Corp., BCI’s investment follows Zedra’s acquisition of a series of financial sector service providers in 2022.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Private Equity Wire

AUGUST 9, 2023

Or so the legal disclaimers tell us. While in many ways funds are in the business of selling the future, the first thing any prospective investor will do is review the success that the team has had to date. Investor approaches – Can you convince prospective investors that you’re not bluffing and decipher their poker faces?

Stakes 52

Stakes Prospects Legal Funds 52

The Big Picture

JUNE 11, 2024

He began as an attorney working on things like taxes and, and trusts in estates and consulting for various RIA firms when he became an RIA and eventually bought creative planning when it had, you know, a handful of, of clients and, you know, 30, $35 million. Barry Ritholtz : This week on the podcast, I have an extra special guest.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

Fortune Financial

SEPTEMBER 5, 2023

This resurgence has instilled consumer confidence, with individuals feeling more secure about their financial prospects. The information provided in these materials does not constitute any legal, tax or accounting advice. Please consult with a qualified professional for this type of advice.

Debt 52

Debt Education Financial Institutions Taxes 52