GRAYCE’s Post

We have some exciting hiring news that is particularly relevant to business leaders in regulated industries. Paul Smith and Chris Hemsley join our team. Read our press release. #regulatedindustries #regulatoryadvantage #growingteam

iuvo , a Boston-based IT consulting and managed services firm, has been recognized as one of America's fastest-growing private companies by Inc. Magazine. The company secured the No. 4639 spot on the prestigious 2024 Inc. 5000 list, marking its sixth consecutive year of inclusion. 'Being honored for the sixth time brings the same excitement because this recognition shows how a business can grow year after year by focusing on what is important to your customers,' said Bryon Beilman, iuvo's President and CEO. He attributed the company's success to continuous innovation, exceptional service delivery at scale, and fostering long-term client relationships. The Inc. 5000 list ranks companies based on their revenue growth over a three-year period. This year's honorees have collectively added 874,458 jobs to the economy and demonstrated resilience amid economic challenges. 'Consistency and perseverance are key—growth doesn't happen overnight,' Beilman advised aspiring entrepreneurs. He emphasized the importance of embracing a culture of empowerment and collective entrepreneurial spirit, which has been fundamental to iuvo's success. #Inc5000 #FastestGrowingCompanies #ITServices #ManagedServices #TechInnovation

Many firms are growing their non-equity partner ranks, but is it really working? It sounds like a great idea… create a non-equity tier to give promising talent a partner title. But the reality is - It can backfire. You build a big layer of non-equity partners who: → Command high salaries → Can’t bring in enough business → Struggle to justify their rates to clients → And who most often do not have a clear understanding for what it will take to earn the equity partner title Why? Because they aren’t being developed into the rainmakers you need. They’re stuck in the middle. The result? You fill your firm with partners who are expensive but not driving growth. Clients question why they’re paying premium rates for work that should be delegated lower. It becomes harder to push them up—or out. Here’s what you can do: 1️⃣ Clarify the role. What’s the purpose of the non-equity partner position? Is it a stepping stone to equity or a long-term career role? Be clear about what success looks like at this level. 2️⃣ Set expectations for growth. Non-equity partners should be focused on developing new business and client relationships not just billing hours. 3️⃣ Avoid title inflation. Promoting too many people too quickly dilutes the value of the role. Be selective and make sure the role adds value to the firm’s overall strategy. The goal isn’t to create a comfortable holding spot. It’s to build a pipeline of future equity partners who: - Lead teams - Drive revenue - Make the firm stronger. If you’re not careful, your non-equity track could become a dead end.

Great to be mentioned in USA TODAY together with our partnership firm Continuum Advisors. WY Partners specialises in media and tech M&A and fundraising. If you have any questions, or would like to chat about your upcoming M&A plans, please get in touch at hello@wypartners.com. #wypartners #mergersandacquisitions #media #technology

Value Creation & Building Long-term Client Trust is more impactful than chasing growth via funding. This is what I learnt from the CEO of a firm with 250cr+ yearly revenue. I recently came across a post by Gaurav Bhandari , the CEO of Monarch Networth Capital Ltd (MNCL), and it truly caught my attention—not just because of the remarkable growth in profits, but because of the values driving this success. Intrigued, I reached out to Gaurav to learn more about his journey. He shared how he managed to elevate the company's profits from Rs 2 crore in 2020 to an impressive Rs 123 crore in 2024. This extraordinary leap is a testament to his visionary leadership and the unwavering trust of their clients. The top 3 things I learnt from him which helped him scale: 1.⁠ ⁠Monarch Networth’s commitment to value creation for all clients: Especially retail investors and HNIs. Gaurav emphasized their focus on strong research and ownership of ideas, which sets them apart. 2.⁠ ⁠Referrals and long term Trust: Despite not being a tech-heavy company, Monarch Networth has thrived on client trust and referrals, showcasing the power of genuine relationships and integrity. If you give value to your customers and stand by them- you will always get more business. His self-learning approach, confident decision-making, and management skills have transformed Monarch Networth from a traditional retail broking house into a comprehensive financial services hub. 3.⁠ ⁠Personal transformation leads to professional transformation— Gaurav talked about his self-learning approach, how he manages teams and work commitments, his confident decision-making ability, and how he has been able to transform the traditional retail broking house into a full-fledged financial services hub in the last few years. This made me clearly see his vision of a personal growth plan that is very ‘out of the box’ and how he implements it professionally. Gaurav Bhandari's dedication to 'extraordinary' growth and unwavering commitment to value creation are truly inspiring. His story is a powerful example of how vision, integrity, and client trust can drive exponential success. As a founder, I took away a lot from that call. What are your thoughts about leadership? #entreprenuership #collab

#DontDoConsulting from #SteveJobs #skininthegame. It can be challenging for entrepreneurs to follow, especially if there is a cash crunch to put food on the table. For those of us who are less than perfect, perhaps #try not to do consulting (<20%) and more #focus on our primary target innovation is more realistic https://lnkd.in/gwHDCDuH

Bridgemark Strategies co-founder and CEO Jeff Nash’s newest thought leadership piece, appearing in AdvisorHub tackles what is becoming an increasingly complex question financial advisors are facing: “Should I sell my business or just change firms?” Bridgemark's decades of experience in the advisor recruiting and M&A arenas position us to provide insightful guidance to what considerations should be examined. One bit of advice : do not start with the economics. For more of Jeff’s thoughts, click below to read the entire article. #wealthmanagement #RIA #bridgemarketplace https://lnkd.in/gfa6WGPR

As DarrowEverett takes on new initiatives that are driving greater efficiencies for clients, it's doing so with a CEO in Pia Hallidri leading the charge. In a recent interview with ValiantCEO, Hallidri shares insightful perspective on the essential traits of successful CEOs and companies. The lessons are applicable for all types of businesses. #ValiantCEO #DarrowEverett #SuccessfulCEOInsights #BusinessTraitsInsights https://hubs.ly/Q02vSr7k0

Kreston SA's expert consultants are here to help you define your vision and turn it into reality. Let's build a roadmap to success together. www.krestonsa.com #GoalSetting #BusinessVision 🎯💼✨

🚀 Excited to share some fantastic news! We recently had the pleasure of helping a private equity-funded registered investment advisor firm secure a new Chief Operations Officer. 🎉 If your firm is in need of exceptional leadership, reach out to us. Let’s develop a winning strategy together! 💼✨ Here's an inside look at how our recruiting process works.   Our journey started with screening and vetting a pool of the top 600 candidates nationwide. After meticulous evaluation, we introduced the top 25 to our client. Following an intensive interview process, our client was able to select the best of the best for this pivotal role. Given the critical nature of this role, simply using a job positing or mining a network would be a very costly mistake. Strategic hires require a thorough process to ensure you are getting the best possible candidate for a role that will impact the future of the company.    At Fiduciary Search Group/KDS Strategic Search Group, we pride ourselves on connecting firms with top-tier talent that drives success and innovation. #TalentAcquisition #ExecutiveSearch #PrivateEquity #InvestmentAdvisor #Leadership #Success #RegisteredInvestmentAdvisor #RIA #Wealthmanagementrecruiting #Fiduciary Michael Klein David Klein Brian Habas https://lnkd.in/eNZv-AXA