Finance For Enterprise’s Post

We are thrilled to announce that financial experts Skip Braun and Mike Portegello have joined our advisory council to help expand firm growth in the New York market.    “We are thrilled to welcome Skip and Michael to our growing Advisory Council. Their experience, reputation, and extensive relationships across the market will be invaluable as we continue to grow our New York practice. We are eager to work with them as we continue to develop meaningful solutions and address the current and future needs of our clients.” -Erik Linn (Co-Founder and Managing Partner at CrossCountry Consulting)    Read the full press release: https://lnkd.in/ei447AwQ    #CrossCountryConsulting #ABetterExperience #AdvisoryCouncil #NYC #FinancialExperts

📢 We cannot believe the 23rd Annual COO CFO Forum is next week, and we’re beyond excited to see you all in New York City! We’re thrilled to be sponsoring and speaking at the event on October 22-23. A special highlight: Our CEO, Milan Bobde, will be moderating an exceptional panel on Wednesday, “Charging the Bull: Exploring Operational Efficiencies for Law Firms,” alongside leaders like Dan Watson, CPA, CFO of Vorys, Sater, Seymour and Pease LLP, Brian Schare, COO of Schulte Roth & Zabel LLP and Rob Mattern of Mattern.   📊 Current challenge: Demand and realization continue to dip, while collection cycles have stretched by 5% year-over-year—even with firms increasing rates to stay profitable.   🔍 What’s next: This forum offers a prime chance to dive into how law firms can evolve their operations. We’ll be discussing fresh approaches to billing and collections, leveraging technology to streamline processes, and smart outsourcing strategies to drive efficiency and growth.   👥 Why it matters: Join us to gain actionable insights and practical strategies that can help firms enhance their bottom line and stay competitive.   🗽 We’re counting down the days—see you in New York City next week! #TRIC224

In honour of B Corp Month, we thought it was about time to properly introduce you to our 2024 B Corp team. 👋 From left to right, we have: Matt France DipPFS – Client Relationship Manager Holly Gobell – Client Relationship Manager Phoebe Ellis – B Corp Leader and Client Relationship Manager Peter Slot – Financial Planner Megan Pope – Marketing Executive Our B Corp team works hard to ensure we keep striving to do business for good, making efforts to help First Wealth change the perception of financial services in the UK forever. #bcorpcertified #bcorpbusiness #financialplanning #wealthmanagement #financialplanninguk

Check out what our CFO Michael Misoyianis had to say about our recent appointment of Kelly Williams to Chief Revenue Officer! And be sure to check out the full press release: https://hubs.la/Q02RVFGG0 Want to learn about our services? Reach out to us at info@yorkpublicrelations.com. #FintechPR #LeadershipAnnouncement #YorkPublicRelations #YPR #FintechMarketing #FintechRocks

All eyes are on Alan Boswell Group in this week's Member Spotlight! In their own words, it’s all about "doing things a little differently". They are one of the largest regional independent financial planners and it remains a perennial pleasure to have them be a part of FIG! #FinancialPlanning #NorwichFinance #FinanceGroup #NorwichBusiness #BusinessFinance

FCA wins appeal in BlueCrest $700m redress scheme case. The Financial Conduct Authority has won its appeal against a tribunal's decision last year to block its power to impose a $700m redress scheme against BlueCrest Capital Management. Check out Valeria Martinez’'s latest article 👇 https://incm.pub/3zKRhwu #investment #wealthmanagement #assetmanagement #finance

The Business Booth: Darren Willoughby The amount of ‘next-gen’ business owners under 30 is on the increase. Darren started his business at 26, he understands that it does come with a significant amount of pressure at such a tender age. Read more about what Darren Willoughby, director at 2XL Commercial Finance, had to say about this in Niche Magazine: https://lnkd.in/etxWMybu #NicheMagazine #TheBusinessBooth #GenNext #30Under30

As we look back on the 2023-24 financial year, we at Bonitz Advisory want to take a moment to reflect on our journey this past financial year and express our heartfelt thanks to our clients and supporters for championing us. 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐭𝐡𝐞 𝐏𝐚𝐬𝐭 𝟏𝟐 𝐌𝐨𝐧𝐭𝐡𝐬: • 𝐓𝐫𝐮𝐬𝐭: All our mandates came from returning clients, referrals from past clients, or advisers we've worked with. Your trust means the world to us. • 𝐂𝐫𝐨𝐬𝐬-𝐁𝐨𝐫𝐝𝐞𝐫 𝐓𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧𝐬: Despite challenges, including a sharp pullback in tech valuations and the Australian Federal Government's reduced reliance on external consultants, we completed two complex cross-border deals. • 𝐏𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞: Having seven transactions at various stages, our team was grateful to be able to spend quality time with family and friends (including many past clients) - maintaining perspective of why we do what we do. • 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐭𝐲: FY24 was Bonitz Advisory’s second-biggest year since inception in 2010. Sharing our success with our community we would like to announce our partnership with the St Vincent’s Curran Foundation as a Gold Partner. Having experienced serious injury and illness, we understand the importance of supporting medical research and excellence in patient care. The St Vincent’s Curran Foundation has been a pioneer in these fields and is a perfect fit with Bonitz Advisory’s values and aspirations. We continue to support The Wayside Chapel in its work with Sydney’s homeless population. • 𝐓𝐫𝐞𝐧𝐝𝐬: Over the past six months, we've seen an increase in inbound inquiries from businesses seeking transaction advice, driven by founders looking for exits and the pursuit of synergistic targets for growth. 𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐀𝐡𝐞𝐚𝐝: The 2024-25 financial year promises to be robust for mid-market M&A activity. We are proud to have been an M&A adviser of choice for the past 14 years and will continue to advise and advocate for our clients in the years to come.

How an RIA Serves Ultra-Wealthy Clients by Catering to Its Advisors

Are you ready to take your practice to new heights? Join our exclusive webinar, "Climbing the Wealth Ladder: Proven Strategies for Attracting and Retaining Ultra-Wealthy Clients," and discover the secrets to success in the high-net-worth market. Register now and receive a complimentary copy of our latest Play to Win report, your roadmap to expanding your ultra-wealthy client base. https://lnkd.in/gG9pjiiZ #WealthManagement #UltraWealthy #CEGInsights