Math, Practice Management and Prioritization

Finding Rollover Opportunities In Transitions After Layoffs

CFO News Room

DECEMBER 27, 2022

So 1,800 clients, just north of 400 million, so if I do my napkin math, typical client is $200,000 to $250,000 of assets under management. ” But I know just the math of that is hard. We’ve gone through a whole practice management advisory group. We need to prioritize our time.

Mergers and Acquisitions (M&A)

Mergers and Acquisitions (M&A) Planning Marketing Securities

Resetting Work/Life Balance By Getting Paid For Expertise

CFO News Room

DECEMBER 20, 2022

I started right out of college, and I remember throughout the early days of my career, I never wanted anyone to know what year I had graduated because I was like, “They’re going to do the math and figure out how young I am.” And so, it really expanded the types and numbers of firms that could potentially work. Emily: Yup.

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Corporate Finance Brief

Finding Rollover Opportunities In Transitions After Layoffs

Resetting Work/Life Balance By Getting Paid For Expertise

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