Jim Trotier’s Post

In the final report of our three-part series, we explore the 2023 #CFO Dive/Mercer survey results to learn more about how CFOs are adjusting their #DefinedBenefit strategies and safeguarding their assets in response to the change in #InterestRates. #investments

In the final report of our three-part series, we explore the 2023 #CFO Dive/Mercer survey results to learn more about how CFOs are adjusting their #DefinedBenefit strategies and safeguarding their assets in response to the change in #InterestRates. #investments

In the final report of our three-part series, we explore the 2023 #CFO Dive/Mercer survey results to learn more about how CFOs are adjusting their #DefinedBenefit strategies and safeguarding their assets in response to the change in #InterestRates. #investments

We understand the unique needs of business owners when it comes to the retained earnings they have within their companies. Milestone’s M-Factor Portfolios allow more of a business owner’s investments to stay invested within the portfolio affording greater opportunity for compounding and growth. https://lnkd.in/ggVB57UU #MilestoneWM #WealthManagement #Wealth #BusinessOwners #SmallBusiness

How can you maximise your PE Fund Returns? Join Stephen Aldridge tomorrow for our latest webinar. During the session he will reveal how a robust financial model can help you, as a PE Investment Manager, identify the right opportunities, avoid overpayment, and minimise post-acquisition risks. You’ll discover: 🔍 The limitations of vendor-provided investment banking models 🛠️ How to overcome challenges in financial control and forecasting with a custom model 💡 Why the right model will allow your integration team to test ideas for adding value Don’t miss out, secure your place now: 🔗 https://lnkd.in/eGTxsE9d #PrivateEquity #FinancialModelling #InvestmentStrategies #PEAcquisitions #FinancialForecasting #Consulting #Finance #FinancialPlanning #FinancialConsulting #ModelAuditing

We understand the unique needs of business owners when it comes to the retained earnings they have within their companies. Milestone’s M-Factor Portfolios allow more of a business owner’s investments to stay invested within the portfolio affording greater opportunity for compounding and growth. https://lnkd.in/gktSMbmV #MilestoneWM #WealthManagement #Wealth #BusinessOwners #SmallBusiness

We understand the unique needs of business owners when it comes to the retained earnings they have within their companies. Milestone’s M-Factor Portfolios allow more of a business owner’s investments to stay invested within the portfolio affording greater opportunity for compounding and growth. https://lnkd.in/gdvfsqWF #MilestoneWM #WealthManagement #Wealth #BusinessOwners #SmallBusiness

In the final report of our three-part series, we explore the 2023 #CFO Dive/Mercer survey results to learn more about how CFOs are adjusting their #DefinedBenefit strategies and safeguarding their assets in response to the change in #InterestRates. https://bit.ly/3TXQYGv #investments

Accelerating wealth creation with business cycle investments . . . . #investmentopportunities #financialplanning #wealthmanagement #personalfinance #investmentstrategies #retirementplanning #marketinsights #investmentportfolio #growyourwealth #secureyourfuture #investmentnews #marketupdates #financialanalysis #investmentopportunities #economicoutlook #wealthmanagement #stockmarket #portfolioadvice #marketinsights #investmentstrategies