Browne Consulting’s Post

Excited to share this news! Way to go Savant team! For the second year in a row, Savant Wealth Management ranked number one on Accounting Today’s annual list of Billion-Dollar Wealth Magnets. The publication’s 18th annual ranking of integrated CPA and wealth management firms by assets under management (AUM) received submissions from more than 200 firms. Savant did not pay to participate in the ranking. https://ow.ly/9ABt30sE5QM 2024 Accounting Today Billion-Dollar Wealth Magnet: This annual ranking published in June 2024 includes the top CPA financial planners with a wealth management/financial planning practice based on assets under management. Savant did not pay a fee to be included in this ranking.

Kerri Scott thanks for sharing your knowledge and expertise so freely and broadly. You do us all a great favor by bringing this planning approach to the family office community. #familyoffice #financialplanning #estateplanning

What's the difference between a consolidator and a long-term succession partner? Ed Dymott took part in a panel at the lang cat's HomeGame 4 event and challenged attendees to rethink the term "consolidator". Read what he said via Money Marketing in the comments below. 👇 #advisersupport #consolidation #financialservices #successionplanning #exitstrategy

In our posts, we always try to help you understand how to build an effective board for your family company, and how boards can assist with some of the particularly challenging issues family companies face. We always emphasize on why you might want to evolve or change your governance model and what you could expect from a board if you do so. Each family company’s situation is unique and we can’t address every scenario. Our goal is to provide a framework of how corporate governance practices apply to family companies so you can decide what’s best for you. Advantages of Evolving Your Governance Model “Inner circle” or “quasi-independent” boards can add tremendous value to family businesses. #familybusiness #governance #generations #budgeting #successionplanning #sustainability #growthmindset

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Did you know 86% of family offices cite governance as their biggest challenge? With increasing regulatory complexity, getting governance right is critical. My colleagues, Michael Harman and Cilla Torode offer interesting insights into how Ocorian and Bovill Newgate are helping family offices navigate this evolving landscape in the article below.

Start transforming your practice with Philip Whitman, CPA, CEPA today! Practice management consulting can revolutionize your CPA firm's efficiency by optimizing workflows, reducing overhead costs, and enhancing team productivity. Unlock the secrets to streamlined operations and accelerated growth with Whitman Transition Advisors LLC. #PracticeManagement #CPAFirms #CPAFirmAdvisory #CPAFirmGrowth

Insightful conversations on navigating change and driving success in the accounting profession.

Explore this week's consulting M&A highlights with me! Marshall & Stevens Incorporated acquires Rocky Mountain Advisory, Given merges with Anthesis Group, Resources Connection, Inc. buys Reference Point, EisnerAmper purchases Tidwell Group, ZainTECH snaps up Citrus Consulting Services, Argon & Co purchases Pebble Business Transformation, and Crowe acquires ITR Economics. Click the link below to read the full consulting M&A round-up. #ConsultingNews #MnAWeekly

🗓️ Mark your calendars for April 10th! 🗓️ Are you ready to unlock the secrets of intergenerational wealth transfer? Join us for an exclusive webinar tailored for individuals preparing to transition wealth, next-gen members receiving wealth, and advisors facilitating this crucial process. 🔑 Discover key strategies and insights to navigate the complexities of wealth transfer seamlessly. Whether you're a current wealth holder, an inheritor, or an advisor in the field, this webinar is a must-attend event! Don't miss out on this opportunity to gain invaluable knowledge and hear first hand from industry professionals. Register now to secure your spot! #WealthTransfer #NextGen #Advisors #Webinar #FinancialPlanning #SuccessionPlanning Masttro Druces LLP