Andrew Stolz

DECEMBER 17, 2021

Do you want to get a job in the world of finance, but you don’t have experience? Or do you just want to become an expert in company valuation? Well, you’ve come to the right place. What Is the Valuation Master Class? I’ve created the Valuation Master Class to be the training I wish I had when I started 30 years ago. My name is Andrew Stotz, and I’ve been valuing companies my whole career.

Start-ups 52

Start-ups Finance Equity Business Valuation 52

Truelytics

DECEMBER 17, 2021

Modern Financial Advisor Podcast ·. Episode 72 - How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years. If we went into a lab to design a high-performance financial advisor, Gil Baumgarten might be the guy who emerges from the smoke. When Gil left his previous firm about ten years ago he had about $200 million in assets under management.

52

52

ThomsonReuters

DECEMBER 17, 2021

In 2022, tax authorities around the world hope to finalize the myriad details that will shape a Global Minimum Tax on multinational corporations — if they can reach consensus and make it happen. Reuters noted that this is “an extremely tight timeframe given that previous international tax deals took years to implement.”. The Global Minimum Tax is the latest initiative spinning off of the Base Erosion and Profit Shifting (BEPS) initiative from the Organisation for Economic Co-operation and Develo

Treasury 52

Treasury Technology Compliance 52

Biz Equity

DECEMBER 17, 2021

In December 2020, the SEC made history by updating the Investment Advisers Act of 1940, adopting a modernized RIA marketing rule.

Marketability 52

Marketability 52

Speaker: Susan Spencer, Principal of Spencer Communications

Intent signal data can go a long way toward shortening sales cycles and closing more deals. The challenge is deciding which is the best type of intent data to help your company meet its sales and marketing goals. In this webinar, Susan Spencer, fractional CMO and principal of Spencer Communications, will unpack the differences between contact-level and company-level intent signals.

Marketability