Clearstead’s Post

Our Certified Exit Planners Mark C. Hegstrom, AIF®, CEPA®, CPFA® and Ryan C. Williams, CFP®, CEPA®, CPFA are looking forward to The Exit Planning Summit later this week in Marco Island, Florida! This conference is a fantastic opportunity for our advisors to spend dedicated time to enhance their knowledge on aiming to maximize business value and aligning personal and financial strategies for business owners. Stay tuned for more from the summit! #exitplanninginstitute #cepa #episummit

SMERA Ratings recognizes the importance of business credibility. To facilitate this, the SMERA Trust Seal Report provides a comprehensive assessment, which includes thorough examination of financial documents, conduct of on-site visits, and engaging in management discussions to authenticate an entity's claims, ensuring a robust evaluation. Click here to get started: https://lnkd.in/d_YuME6A Sankar Chakraborti #sme #business #evaluation

Embarking on a journey to explore CSRD implementation and industry standard optimization, while acknowledging the inherent challenges. In today's complex business environment, navigating the nuances of CSRD reporting can be daunting. Let's navigate these challenges together, sharing insights and strategies to overcome barriers and pave the way for more effective practices. Join me at the panel Center for Financial Professionals (CeFPro) on 10th and 11th June in this vital conversation on driving sustainable impact through transparent disclosure. #CSRD #IndustryStandards #Sustainability #SustainableFinance

Ever wondered how pros maximize their gains? Discover the power of Long Extension Strategies and the dynamic 130/30 Strategy. Learn how these approaches can turn around your portfolio's performance. Give smarter investing a shot today! #CFA #CFAExam #PortfolioManagement #CFAProgram

CIPFA Public Finance Live come and chat to Andy Venter Oliver Wright and I at stand 21. We’d love to share with you how we are helping Public Sector organisations thrive. #cipfapublicsectorlive #teamwday

I am pleased to share our thoughts and observations on the past year. A sincere thank you to our valued clients for their gracious support and continued partnerships. Your confidence in RSR Partners is the cornerstone of our collective success! #rsrpartners #executivesearch #assetmanagement #investmentmanagement #financialservices #alternatives

Have you seen our most recent newsletter? We will be highlighting different portions over the next few days. What was your favorite page? #AmeripriseFinancial #NorthCoveCapital #NCC

Let's understand the 6 capitals of Integrated Reporting

What if there was a game-changer in the Finance Act 2023 that could completely transform the landscape for Micro and Small Enterprises (MSMEs)? 💼 Get ready to explore how a single section insertion, Section 43B(h), is set to revolutionize the MSME ecosystem! 🎉 1️⃣ Section 43B(h) Unveiled 2️⃣ Timely Boost Effective April 1st, 2023 3️⃣ Payment Terms Redefined 4️⃣ Unlocking Benefits Through Registration 5️⃣ Crucial Compliance for Expense Deduction 6️⃣ Sec 43B vs. Sec 43B(h) Demystified Exciting, isn't it? 💥 Join us as we unravel the potential unleashed by this groundbreaking amendment! #FinanceAct2023 #MSMEs #SmallBusinessRevolution #FinanceTransformation #BusinessGrowth #Section43B #MSMEFinance #EconomicEmpowerment

We're pioneers in structured finance data and analytics, continuously innovating and leading with our insights. Come hear us speak and explore our booth to learn about exciting new products and features. #SFVegas #Innovation #StructuredFinance