Purpose Built Business Expert ⚡ Family Business Hand-off | CPA Whisper | Pre-Exit Strategy | Dragon Tamer 🐲
From Beancounter to Trusted Advisor. Explore the transformative journey of CPAs, transcending the traditional beancounter role to emerge as trusted advisors in the dynamic landscape of the new normal. #businessstrategy #exitstrategy #successonpurpose #businesssuccession #businessexitstrategy
From Beancounter to Trusted Advisor. Explore the transformative journey of CPAs, transcending the traditional beancounter role to emerge as trusted advisors in the dynamic landscape of the new normal. #businessstrategy #exitstrategy #successonpurpose #businesssuccession #businessexitstrategy
Finance professionals take charge in 2025! 🚀 Don't just watch from the sidelines – be the change! wrapping off the year with a bit of inspiration from the amazing Oluwatosin Olaseinde at the accountech summit! #FinanceProfessionals #OpportunitiesAhead #InnovationInFinance #AccountTechSummit"
I had to chance to speak with Venner Shipley's Sian Gill and Adrian Bennett about the firm's plans now that has brought the AA Thornton team on board. We discussed the importance of a fully-rounded service, why the two firms' strengths will complement each other, plans for boosting #trademark advice, and why they can offer a flexible #UPC service. More for subscribers here: https://lnkd.in/eaEs3CFC
Breaking news!📣 Schmidt Financial Management has made it to the finalist stage for the acclaimed Wealthies, credited by Wealth Management!🏆 We're thrilled to be recognized under the category of Client Initiative for our innovative tax dashboard - a feature aimed to simplify the lives of our clients and their CPAs. This acknowledgment underlines our dedication to elevating the financial advisory experience. #Wealthies #ClientExperience #Innovation #WMIA https://bit.ly/3VdaY6X *Disclaimer: Firm recognition was given by someone other than a client or investor. No direct or indirect compensation was provided to or obtained by Schmidt Financial Management, Inc. in connection with obtaining or using this ranking. There are no conflicts or potential conflicts of interest with this nomination. An independent panel of judges selected by the award governing body will pick and announce the winners at a September 5, 2024 ceremony. Any recognition granted is based on qualitative data, not quantitative data.
Choate represented Empyrean Solutions, a leading provider of risk and performance management software for financial institutions, in a significant strategic investment from Hg, a leading investor in European and North American software businesses. Spectrum Equity also participated alongside Hg in the new transaction. #software #financialsoftware #finance #riskmanagement #performancemanagement Choate team: Chris Henry, John Chambers, David Mollo-Christensen, Ankoor Desai, Bob Buchanan, Stefano Sharma, Becca Glikman, Ellen Baker, and Peter Ernst https://bit.ly/4g2wBj8
Connecting C-Suite + Investors with Finance and Operational Specialists. Supporting organisations across SaaS, Tech and Services.
A very important piece on how PE is impacting the accounting sector! For this and wider insights on PE/SaaS trends, check out our #GlobalReport.
THE GLOBAL REPORT ISSUE TWO SPECIAL FEATURE: 'Long Overdue Disruption' In a very special contribution to Issue Two of The Global Report, Blick Rothenberg’s Chief Executive Officer, Nimesh Shah, highlights how private equity’s cash injection is evolving the accountancy sector. Discover the Second Issue of The Global Report, here:https://lnkd.in/eDr_Ntxw Harry Hewson, Oscar Cabrera, Tom Garratt, Oliver Dunne, Mariola Bonnici, Nathan Placks, Rob Andrews, Sachin Ruparelia --- #TheGlobalReport #CaminoSearch #PrivateEquity #Accountancy (*The Global Report Creative Editor and Camino Search team would like to extend a special thank you to Nimesh and the whole team at Blick Rothenberg for their ongoing support of The Global Report).
"I highly appreciate the opportunity to experiment and iterate without fear of failure . . . we could not be where we are without the ability to try new things and learn from our successes and failures." Wise words from Joey Carls, leader of our Finance Solution Center (Ask Finance) Team. We couldn't agree more! Read more about Joey's role and his commitment to UVAFinance values on the blog: https://lnkd.in/et7bmD-z #UVA #UVAFinance #continuousimprovement
👔 ADM CEO 'has to go' 📉 💼 ADM shareholder Hartwig Fuchs encouraged the company's CEO, Juan Luciano, to resign for failing to clearly communicate with investors about its internal accounting practices... READ MORE 👉 https://lnkd.in/e9kdKhKT #ADM #CorporateLeadership #BusinessNews
