Let’s face it—when most people hear the word "valuation," their minds either jump to dollar signs or they tune out completely,...
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The Role of Valuation Throughout an SMB’s Journey
When you hear the word valuation, what comes to mind?
For many wealth...
Canadian accounting firms have limited options when it comes to improving their bottom line, given the realities of the market....
Once upon a time, being a wealth advisor was mostly about one thing: beating the market. You were the stock whisperer, the bond...
For years, B2B SaaS companies have measured and rewarded the wrong things, and eventually, that approach started shaping...
“We Need to Do Something, But We Don’t Know What” is how a leader at a large, national accounting firm recently answered our...
Welcome to the final post in our series on understanding business valuation. If you’ve stuck with us so far, you’ve learned...
The Most Dangerous Phrase in Business Strategy
“That’s how we’ve always done it”...
I remember meeting with audit clients and...
Why Advisors Must Expand Beyond Investment Management
For decades, investment management has been at the core of wealth...