Truelytics

MARCH 16, 2023

In this episode of the Modern Financial Advisor Podcast, Aaron Klein , CEO and Co-Founder of Riskalyze shares how financial advisors can grow their business. in terms of winning new clients, increasing share of wallet, and reducing client attrition by getting better at helping clients understand risk.

Technology 98

Technology 98

Equilest

AUGUST 18, 2023

For an in-depth understanding ofHow to Value a Financial Advisory and make informed decisions in buying, selling, or assessing its worth, delve into our comprehensive guide filled with expert insights and practical tips. FAQ 2: How can I verify an advisor's credentials? FAQ 3: What is a fee-only advisor?

Business Valuation 40

Business Valuation Technology Finance Marketability 40

ThomsonReuters

JANUARY 18, 2024

Accounting professionals are the financial backbone of a company and, in today’s complex environment, they are increasingly providing clients with strategic and forward-looking guidance. Recording expenses and preparing financial reports. Jump to: What are the roles and responsibilities for accountants? Preparing tax returns.

Technology 59

Technology Compliance Finance Marketability 59

FE International

MARCH 23, 2022

As the market-leading advisor for SaaS business sales, the team at FE International answers questions every day about the best practices of selling a SaaS business and which SaaS metrics should be measured. If you want to understand how to value a business, the first question is whether to look at a multiple of SDE , EBITDA or Revenue.

EBITDA 105

EBITDA Start-ups Business Valuation Marketability 105

FE International

MARCH 14, 2018

As the market-leading advisor for online business sales, the team at FE International answers questions every day about the best practices of selling an app business. What Is an App? Building Around Value. The Three App Types. Universal Apps. How to Value an App. How to Sell an App. Conclusion. The two might overlap more than you expect!

Marketability 52

Marketability Start-ups EBITDA Business Valuation 52

FE International

JANUARY 3, 2021

Before we get into the technical side, it is important to understand the context of why e-commerce has become so popular and mainstream which has driven a lot of the buyer and investor demand to buy these businesses, regardless of their size. Using a Mergers and Acquisitions Advisor. Understanding Financing Options.

EBITDA 59

EBITDA Start-ups Finance eCommerce 59