Mercer Capital retweeted
Attention RIA shareholders: “Nobody thinks about the buy-sell agreement when business is good and everybody gets along. But when the partners have to take it out of the drawer, they may not like what they see.”- @MercerCapital. Is your value up to date?
bit.ly/3423MnI
Mercer Capital retweeted
"Basics of Financial Statement Analysis"- one of my fav docs to recommend to beginners and intermediate investors.
Combines the Financial concepts and practical applications really well. h/t @MercerCapital👏
mercercapital.com/content/up…
Mercer Capital retweeted
An emerging breed of bank acquirers, CUs & fintechs, provides bank sellers with an additional pool of potential buyers to consider, according to this #AOBA22 breakout session with Jay Wilson (@MercerCapital) & Mike Bell (@HonigmanLaw).
Mercer Capital retweeted
British fintech Thought Machine, a software company helping banks move to a cloud-based platform, raised $200 million in its latest funding round and gives the company a valuation of over $1 billion.
#fintech
cnbc.com/2021/11/29/thought-…
Mercer Capital retweeted
Chris Mercer from @MercerCapital originated this term (so thanks to Mr. Mercer) but it perfectly encapsulates the key elements that drive valuation and must be considered in a growth and exit planning scenario.
bit.ly/30TRRpW
Mercer Capital retweeted
Link below for a great recap of the ATO Annual Meeting from @MercerCapital! Our own Jennie Menzie spoke about the importance of client service in driving strategic growth. #trending #trustsandestates
mercercapital.com/riavaluati…
Mercer Capital retweeted
Excellent document on "Basics of Financial Statement Analysis". Very useful for Beginner and Intermediate investors. h/t @MercerCapital 👏
cc: @dmuthuk @Gautam__Baid
mercercapital.com/insights/w…
Mercer Capital retweeted
Even in one of hottest M&A markets in recent history, most #RIA principals still do not plan to sell their business in the next three years. @MercerCapital @RIA_Mercer mercercapital.com/riavaluati…
Mercer Capital retweeted
Read the latest from our #Energy Valuation Insights Blog | Mineral Aggregator Valuation Multiples Study Released | mer.cr/3vssZzX
Mercer Capital retweeted
Justin Ramirez in our Houston office provided insight in this article. bloomberg.com/news/articles/… via @markets
Mercer Capital retweeted
UP NEXT: As we transition into a new chapter in the pandemic era, @pnesvold will level-set the state of the industry and will provide some perspective about how you can drive growth for your #RIA in 2021 and beyond #RIAPMInsights2021 | mer.cr/3rifIbi
Mercer Capital retweeted
UP NEXT: @SteveSanduski @jlittlechild and @redefine_wealth discuss how to deliver value to clients that goes beyond products and planning #RIAPMInsights2021 | mer.cr/3bZU0SL
Mercer Capital retweeted
DID YOU KNOW: ~60% of #RIAs are led by their founders, and about a quarter of them have non-founding shareholders. Yet when RIA principals were asked to rank their firm’s top priorities, developing a succession plan was ranked last #RIAPMInsights2021 | mer.cr/3bZU0SL
Mercer Capital retweeted
UP NEXT: Brooks Hamner and Zach Milam from @MercerCapital lead a Q&A session covering your questions related to creating sustainable succession plans #RIAPMInsights2021 | mer.cr/3bZU0SL
Mercer Capital retweeted
Has your #RIA adapted to the New Skool #marking mindset? Catch @megan_ficomm's presentation RIGHT NOW at #RIAPMInsights2021 mer.cr/3bZU0SL
Mercer Capital retweeted
UP NEXT: @megan_ficomm will demonstrate how the New Skool mindset of leading with authenticity, targeting your focus, and clearly defining your success metrics will lead to business growth #RIAPMInsights2021 | Join here: mer.cr/3bZU0SL
Mercer Capital retweeted
How do you create a collaborative work environment in an industry that grew out of the BD model, where each advisor was for himself? Matt Crow @MercerCapital moderates a discussion with diverse industry leaders #RIAPMInsights2021 | Join here: mer.cr/3bZU0SL
Mercer Capital retweeted
And that's a wrap of day one of our conference. Make sure to join us tomorrow for more insightful sessions! #RIAPMInsights2021 | mer.cr/3bZU0SL
Mercer Capital retweeted
UP NEXT: From the 4 must-have tech tools, to common workflows that are key to efficient growth, Kristen (@RIAOasis) shares best practices necessary to keep up with the ever-changing tech landscape #RIAPMInsights2021 | mer.cr/3bZU0SL























