Fortune Financial

JANUARY 11, 2024

Legal Considerations Considering legal requirements is essential while analyzing employee needs. When was the last time these retirement plan fees were plainly explained to you, or your fees were actually reduced? The information provided in these materials does not constitute any legal, tax or accounting advice.

Education 59

Education Legal Taxes Consulting 59

The Motley Fool

AUGUST 9, 2024

As you've heard us say in the past, we always have to get through due diligence and legal documentation, so things can always change. So, we had a lot of success, both on the front end of the pipeline, but more importantly, you know, on the back end, working through the process, diligence, legal documentation, etc., That's all for me.

Capital 130

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

Hedgestone

JUNE 17, 2024

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. Lastly, review their fees and contract terms. Are they transparent about their fee structure? Can you imagine navigating all that alone?

Legal 52

Legal Due Diligence Fee Structure Startups 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 Consulting Consultants 97

Diamond Consultants

SEPTEMBER 20, 2022

Is your firm aggressive and litigious in pursuing legal remedies for advisors who leave? This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure. Your Current Employment Contract. Do you have garden leave or other post-employment restrictions?

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52

The Motley Fool

AUGUST 7, 2024

And I wouldn't over-index on their fee structure at this point. We'd rather offer low fees and due to our investments in technology and infrastructure operate at larger scale than our competitors. But we don't have any specific -- I think it's premature to talk about like the specific changes to the fee structure at this point.

Assets 130

Assets Fee Structure Mutual Funds Shareholders 130

Hedgestone

JUNE 18, 2024

Valuation expertise to price businesses accurately Marketing strategies tailored to attract serious buyers Negotiation skills to secure favorable deals Handling of paperwork and legalities efficiently Moreover, their negotiation skills can be the difference between a good deal and a great one. Wouldn’t you agree?

Management Fees 52

Management Fees Leveraging Fee Structure Professional Services 52

The Motley Fool

NOVEMBER 8, 2024

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. So, that was part of the movement or underperformance relative to our expectations on lower middle market investment activity in the third quarter.

Capital 130

Capital Asset Management Due Diligence Assets 130

The Motley Fool

OCTOBER 13, 2023

We believe that by peering offerings and simplifying our fee structure, we're going to incentivize our clients to deepen their relationships with us. I want them focused on delivering to our clients, engaging with our clients and also managing their responsibilities of the legal entities. So we just don't need replace them.

Banks 130

Banks Capital Assets Accounting 130

The Motley Fool

FEBRUARY 14, 2024

However, we're not contemplating changes to our fee structure right now. I think we did a really great job with moving to the 10% platform fee. Things like legal, things like logos for marketing and sales, other things like that are actually showing good, nice, healthy growth dynamics in Q4.

Leveraging 100

Leveraging Capital Legal Shareholders 100

The Motley Fool

JANUARY 31, 2024

G&A costs, including SBC expense, declined 2% year over year in Q4 and 2 points as a percent of revenue to 12% as legal and professional fees declined by $11 million year over year. Selling and marketing spend was up 2 points as a percentage of total revenue at 18%. Thanks a lot.

Leveraging 100

Leveraging Capital Stakes Shareholders 100

The Big Picture

JUNE 7, 2023

You have to have a truly align fee structure and you have to kind of be willing to go down that road. Each are issues and legal issues and administration issues. And I think that it’s an opportunity for people who invest like me, who think like me to to go out and go out and execute on if they so choose.

Hedge Funds 110

Hedge Funds Funds Capital Returns 110

The Big Picture

FEBRUARY 6, 2024

And ev all the sort of compliance, client service, legal, kind of, everything was done sort of on the side by investment people. And I can tell you from personal experience, us finance people, we’re not great at accounting, legal, compliance, all the detail and stuff that, that keeps the firm running.

Mutual Funds 52

Mutual Funds Financing Finance Assets 52

Pension Pulse

SEPTEMBER 6, 2023

securities regulator on Wednesday adopted new rules that will shine a light on private equity and hedge fund expenses and fees, in what executives and lawyers said marks a sweeping overhaul for an industry long criticized for its opacity. In fact, there is already legal pushback from the industry.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

FEBRUARY 15, 2024

Joining me on today's call are Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. However, to be clear, we did not make any material changes to our fee structure in Q4. Paul Grewal -- Chief Legal Officer Thank you, Alesia. On to expenses.

Legal 130

Legal Assets Financing Finance 130

Axial

NOVEMBER 18, 2024

Selling a business is a long and complex process, and the fees vary considerably depending on the size and type of business you run and the broker’s fee structure. Still, knowing some industry averages and the breakdown of the types of fees you’ll see can be helpful. Success fees are generally higher for smaller deals.

Fee Structure 52

Fee Structure Due Diligence Bidding Accounting 52