RKCA Investment Banking’s Post

There’s a better way to run your practice. Our flexibility allows us to cater to your business. Learn more about how Excel Securities can help you grow. https://bit.ly/3xVZHN3 #ExcelSecurities #FinancialAdvisor #FinancialServices #BrokerDealer

Do you want to work with successful businesses? Do you want to work with high net wealth families? Do you want to build a practice with low client numbers and high relationships? 🫶 At The GAF we’ll show you how. We will arm you with the essential toolkit to build a great advisory business. Are you ready to give it a shot? Learn more at www.thegaf.com.au  #businessadvisory #businessadvisor #wealthmanagement #familyboard

📣 Attention Financial Advisors! Fair Estate Planning in Business Partnerships Gain insights from James Artiano on ensuring impartiality in estate planning for co-owned businesses. This episode of Wealth Blueprint is a valuable resource for advisors helping clients navigate partnership complexities. 👍 Follow for comprehensive advice and DM to discuss collaboration in enhancing client services. #EstatePlanningPartnerships #FinancialAdvising #ClientManagement

Ninety-eight per cent of business owners don’t know what their company is worth. Understand and uncover value in your company with access to interVal by reaching out to MacDonald and Associates- IG Private Wealth Management #BusinessValuation #BusinessOwners #FinancialPlanning #WealthManagement #BusinessInsights

Has the time come where you look in the mirror and realize that the passion for your business is gone? You’re not alone. It’s just time to start planning an exit.   A good first step is to seek a professional business valuation. It’ll offer insight on the best time to sell your business and the process needed to get there.   We hope to be of help to you as you look forward to a new chapter in life. Schedule an appointment with one of our professional brokers to get started: https://lnkd.in/eDxBGr2M.   #brentwoodgrowth #businessvaluation #businessforsale #business #businessowner

Ninety-eight per cent of business owners don’t know what their company is worth. Understand and uncover value in your company with access to interVal by reaching out to MacDonald and Associates- IG Private Wealth Management #BusinessValuation #BusinessOwners #FinancialPlanning #WealthManagement #BusinessInsights

Our clients hire us when they find themselves in situations where they need valuations or advice on how to plan to transfer their business or other assets to their family and friends. Essentially, we bring expert advice, unrivaled research, and in-depth analyses for complicated, time-sensitive business situations. Whatever the situation is that you find yourself in, we can help increase value and obtain better deal terms. Find out how by getting in touch: https://bit.ly/3oa7BAF #BusinessTransaction #BusinessDeal #AssetTransfer

Recently, Ryan Patton connected with financial professionals about an opportunity to reach the business market differently by leveraging informal business valuations. Strengthening your client relationships through conversations allows you to expand your practice in new ways and help business owners plan ahead using tax-efficient strategies. How can we support you with your business cases?

Recently, Ryan Patton connected with financial professionals about an opportunity to reach the business market differently by leveraging informal business valuations. Strengthening your client relationships through conversations allows you to expand your practice in new ways and help business owners plan ahead using tax-efficient strategies. How can we support you with your business cases?

In cases where a business owner is not planning to exit the company anytime soon, obtaining a valuation for estate planning purposes can deliver the double benefit of providing insight into the business value drivers and what steps can be taken to enhance the value over time. #businessplanning #successionplanning