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Marketing Trends Financial Advisors Are Using To Grow Their Businesses

Truelytics

In this episode of the Modern Financial Advisor Podcast, Kevin Darlington , the General Manager and Head of Broadridge Advisor Solutions joined me for a deep dive on advisor marketing trends. this is a great episode for you. this is a great episode for you. Subscribe to the Podcast!

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Exit Through the Virtual Door: Tips for Selling Your E-commerce Business

Viking Mergers

As an e-commerce business owner, you have likely noticed things run differently than in a traditional, brick-and-mortar organization. However, you may wish to move on to a new opportunity or new field altogether, which means you want to sell your e-commerce business as painlessly as possible.

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Advisor Feature: Jackson Payne in Greenville, SC

Viking Mergers

As a former college basketball coach and the CFO of a small business, Jackson Payne has always had a passion for helping others achieve their goals. After spending the first 28 years of his life chasing his basketball dreams, Payne shifted gears, got married, and decided to join his father in his new business, Rio Bravo Oilfield Services.

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Why accounting firms should become business advisors

ThomsonReuters

As accounting firms look to differentiate themselves from the competition, one trend is leading the way: business advisory. What are business advisory services? Business advisory services are built into client engagements from the start and are centered upon the ways your firm can help clients achieve their goals.

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Discover Success Together: Collaborative Steps Between REAG and CEPAs

Scott Mashuda

The Value Acceleration Methodology is fundamental to exit planning and emphasizes harmonizing an owner’s business, personal, and financial goals. The Value Acceleration Methodology is fundamental to exit planning and emphasizes harmonizing an owner’s business, personal, and financial goals.

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How to Calculate Startup Valuation: Step by Step

Equidam

Valuing a startup can feel like plotting a course in the dark, as you try to reconcile significant uncertainty and risk with a clear-headed financial assessment. We help founders, investors and advisors to produce clear, transparent valuation reports which lays out all of the drivers of a startup’s valuation.

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How to Value a Paint Business

Equilest

Ready to dive deeper into the world of paint business valuation. Explore more insights, case studies, and expert opinions in our comprehensive guide on How to Value a Paint Business. Unlock the strategies and knowledge to navigate the complexities of the paint industry and make informed decisions for your business.