René Raabe’s Post

🚀 Webinar Alert: Tech & Tradition with Druces LLP - Modernizing Legacy Planning 🚀 April 10th, 2pm GMT. Join us for our next webinar exploring how technology meets tradition in legacy planning. In partnership with London-based Druces LLP, we're delving into the modern challenges and solutions for complex estate management. -> https://lnkd.in/ecExdpwY Key Takeaways: -Navigate the challenges of intergenerational wealth transfer. -Discover tech advancements for streamlined estate management. -Learn from the industry expertise of Matthew Duncan, René Raabe and Michael Melia. What to Expect: -Insights on integrating technology with legacy planning. -Strategies for optimizing estate visualization and management. -Real-world applications from Druces LLP's 250+ years of experience. -Ideal for wealth managers, financial advisors, and legal professionals seeking to enhance their legacy planning practices. 🔗 Secure Your Spot: https://lnkd.in/ecExdpwY Elevate your estate planning with actionable insights. Don't miss out! #EstatePlanning #WealthManagement #TechInnovation #Webinar

Join our next webinar on April 10th at 9am EST about how firms are leveraging technology to modernize legacy and estate planning. Druces LLP will join us to talk about how their 250 year old law firm is tackling the rapidly changing topic. #estateplanning #wealthmanagement #legacyplanning #taxes #familyoffice #privateclient #wealthplanning

Check out this download from the Exit Planning Institute if you're interested in exploring 50 charts on the state of SMB Owners Exit Readiness, all derived from over 1100 owner surveys. Kudos to #ScottSnider and his team for this project! Many EOS clients fit this profile and it's great to know they are systematically building their valuation for a better exit. Let's keep working towards a brighter future for SMB owners. #ExitReadiness #SmallBusinessOwners #ValuationGrowth #eosworldwide

📢 Attention Private Equity Groups! 📢 Elevate your firm's success in the public accounting sphere with our exclusive event on April 18, 2024. Discover the game-changing strategies that will drive profitability and efficiency through private equity integration. 75-Minute Presentation for Private Equity Groups: - Instantly reduce costs and amplify profits. - Real-world case studies and success stories. - Engage with industry experts for actionable insights. - Limited availability, priced at $499 per PEG. 1-on-1 Tailored Solutions for Your Private Equity Group: - Personalized discussions to meet your firm's unique needs. - Customized strategies for maximizing potential. - Direct guidance from industry experts. - Price: $10,000 per PEG. Full Evaluation: - Dive deep into your firm's goals with expert analysis. - Receive a roadmap for leveraging private equity partnerships. - Secure personalized consultation for your firm's growth. - Price available upon inquiry. To reserve your place, call 1-844-922-8326 or visit https://lnkd.in/gPE2_4QE Stay tuned for further details on how to seize this opportunity for unparalleled growth. Don't miss out on your chance to thrive! 

📢 Attention Private Equity Groups! 📢 Elevate your firm's success in the public accounting sphere with our exclusive event on April 18, 2024. Discover the game-changing strategies that will drive profitability and efficiency through private equity integration. 75-Minute Presentation for Private Equity Groups: - Instantly reduce costs and amplify profits. - Real-world case studies and success stories. - Engage with industry experts for actionable insights. - Limited availability, priced at $499 per PEG. 1-on-1 Tailored Solutions for Your Private Equity Group: - Personalized discussions to meet your firm's unique needs. - Customized strategies for maximizing potential. - Direct guidance from industry experts. - Price: $10,000 per PEG. Full Evaluation: - Dive deep into your firm's goals with expert analysis. - Receive a roadmap for leveraging private equity partnerships. - Secure personalized consultation for your firm's growth. - Price available upon inquiry. To reserve your place, call 1-844-922-8326 or visit https://lnkd.in/gPE2_4QE Stay tuned for further details on how to seize this opportunity for unparalleled growth. Don't miss out on your chance to thrive! 

Taking a deep dive into financial excellence with Full-Cycle Financial Consulting! 🔄💼 Explore our latest blog to understand how comprehensive financial guidance can transform your business journey. From planning to execution, empower your strategy for success. 📊🚀 Read more: https://lnkd.in/gXDTmpVg #FinancialConsulting #BusinessExcellence #FullCycleFinance

Does your team struggle to overcome reporting challenges to deliver timely, transparent communication to investors? You’re not alone. Learn how tech can eliminate those challenges at this afternoon’s Information Management Network (IMN) CFO & COO Forum panel, where participants will discuss these challenges and offer tips for finding and sharing actionable insights quickly and effectively. Pereview Software's Founder and CEO Jeff Wilson will be joined by Dylan Payne of Juniper Square, Mike Sebastian of Appfolio Investment Management, Jack Swoboda of SymmetRE, and Juan Leon of Yardi Systems for the discussion "Embracing Technology to Optimize Investor Reporting Best Practice." Among the insights they will share are: ➡️ The most common reporting challenges firms face ➡️ The reporting capabilities investors are demanding ➡️ How technology is changing the reporting game ➡️ Opportunities for improving budgeting and forecasting with tech ➡️ Tips for using tech to improve investor communication After the panel, stop by and talk with Jeff, Daryl E. Pitts, and Max Stewart to learn how Pereview’s automation can reduce the time you spend on reporting by 90%. #IMNevents #realestate #assetmanagement #cre

🔎Read more about our collaboration with Albion Strategic Consulting in PA Adviser, reported by Adam Lewis. This partnership enables financial planning firms to gain confidence in the investment solutions they offer, while benefiting from a low-cost, high-value discretionary solution. 🔗https://lnkd.in/eSPG6DyZ. #P1InvestmentServices #P1Platform #AlbionStrategicPlanning

✨ Coming back for #LegalTipTuesday ✨ Does your company hold equity in real estate? Are you aware of the benefits a CLM can hold for you? The real estate investment firms we are speaking with are in the process of launching funds and forming entities. They anticipate to grow to 50+ entities next year. Where does Legisway help? With an entity management platform that can help organize and centralize entities, streamline annual filings, and easily generate reports! If this sounds like something you can relate to, lets chat about how we can design a scalable solution for you and your team 🏘 🏦

As an owner of a small to mid-sized business, it's natural to feel the weight of every decision you make. After all, each choice could play a pivotal role in determining the fate of your organization. That's why partnering with a reliable consulting firm can make all the difference. At Oaklyn Consulting, we understand the unique challenges of running a smaller business. That's why we offer tailored solutions to help you navigate complex capital decisions and achieve your desired growth. Our private equity services are designed to optimize your financial performance and bolster your long-term success. So don't leave the future of your business to chance — explore our solutions today: https://lnkd.in/eV-4fu_5 #PrivateEquity #GrowthCapital #BusinessInvestment