Merit Financial Advisors’ Post

Don't let your busted bracket keep you from checking out these 8 business exit strategies. Working with an Oakworth Capital Bank Client Advisor we can help you develop a winning strategy for capitalizing on the value of your business. #exitplanning #businessowners #successionplanning #financialplanning #wealthmanagment

With the Elite 8 in March Madness beginning tomorrow, don't forget Oakworth's Elite 8 strategy – business exit strategy. Just like the intense matchups on the court, choosing the right exit plan requires careful consideration. With 8 common strategies at your disposal, from internal to external approaches, it's crucial to pick the winning play for your financial future. See our business exit strategies, here: https://lnkd.in/gsgTXB28 #Elite8 #BusinessExit

As someone deeply passionate about helping business owners and their teams excel, I am always looking for new and better ways to serve my clients and help their businesses level up. Today, I’m thrilled to share that I’ve reached a new milestone on this climb: I've completed the Certified Exit Planning Advisor (CEPA) certification from The Exit Planning Institute. It was a time-intensive, thorough & challenging certification, but I feel this knowledge equips me with more tools and insights to help business owners build even more valuable companies and help them connect the dots should they decide to exit at some point. So, whether you’re looking to grow your business or planning your next move as an owner, feel free to reach out for a conversation. Here to help, Dan Coleman #CEPA #BusinessCoach The Exit Planning Institute: Los Angeles Chapter

A really succinct article from Katie Royals in thewealthnet - the private client landscape seems to be changing ever faster, but the essence remains the same - trusted partnership between client and portfolio manager. A simple concept, but it requires an institutional framework which enables that trust, rather than undermines it...

🏆 We are so excited to be voted as the Readers’ Choice Winner in the Business Brokerage Category for Texas’ Living Magazine. Thank you to all our clients, partners, and supporters for trusting us with your business endeavors. This recognition reaffirms our commitment to excellence in helping businesses and business owners thrive. Cheers to many more milestones together! 🥂 #BestBusinessBrokerage #SellBusinesses #BuyBusinesses #BusinessBrokers

Excited to be speaking at the PDI New York Forum 2024 taking place on September 17-18. My panel discussed the key drivers fuelling speciality finance’s growth story with some of North America's leading investors, Avi Korn from KKR, Luke Duster from CRG LP, Eric Newman, CPA, CGMA from City of Stamford, and Mike Fang from Maryland State Retirement and Pension System 💡 Performance in Specialty Finance and Direct Lending: Specialty finance strategies offer more complexity but also potentially higher returns because of a "complexity premium," and added protections compared to more mainstream lending 💡 Balancing Exposure: For LPs, specialty finance offers diversification benefits, often with lower correlation to traditional corporate cash flows and thus providing resilience in times of economic downturn and a hedge in portfolios exposed to broader market volatility 💡Strategic Differentiation: Differentiating one specialty finance strategy from another involves mitigating risks through innovative structuring and underwriting. For example, asset-backed deals (such as equipment finance or solar loans) provide robust downside protection, while more esoteric opportunities like insured receivables from niche sectors (e.g., Greek export receivables) offer creative ways to diversify portfolios Join us here: https://lnkd.in/epU4AE47 #PDINewYorkForum #PrivateDebtInvestor #privatedebt #ai #rag #finance

Financial Advisors, are you familiar with Derrick Kinney? If not, you're missing out! He's not just a CEO and Best-Selling Author; he's been featured on top-tier networks like CNBC, FOX News, and CNN, as well as renowned publications such as the Wall Street Journal. On May 23rd at 12:00 CST, Derrick Kinney joins Eric J Negron on the D.A.M. Stage to share his secrets to success, including: 🌟 Building a magnetic brand that attracts ideal clients 🌟 Cultivating a loyal client base for consistent growth 🌟 Crafting a fulfilling career rooted in genuine connections Learn how Derrick skyrocketed his revenue, breaking through the $1M mark or scaling from $2M to $3M, and became the go-to advisor for acquisitions, all while attracting affluent clientele. Spots are limited! Don't miss out on this exclusive event. Join us on May 23rd at 12:00 CST with host Eric J. Negron, CEPA® ♟️ Negron and Derrick Kinney in "Attract Dream Clients & Explode Your Sales: Discover the 'Generosity Purpose'." Stop the cycle of inconsistency. Start attracting dream clients and watch your sales soar! Register now: https://lnkd.in/esyRnRnU #DAMLiveStream #DAM #GrowYourBusiness #livestream #financialadvisor #financialadvisors #rias #financialplanners #FAN #generositypurpose #growth #purpose #marketing #morenewclients #SmallbusinessGrowth

Is twenty years a big deal or not? Derrick Jones, President and Director, shares his thoughts on the significance of this milestone and the journey of starting a business from scratch. Read More: https://lnkd.in/ghvubfzV #Truxton #TRUX #20thAnniversary

At the recent Mid-market Deal Maker’s Symposium, I gave a well-received presentation on “What Is The Deal With Valuations Going Into 2024”.  The Symposium is a chance to mingle and network with 100+ participants who are all leaders of their respective firms or disciplines and I had a great time networking and enjoying South Beach’s food and warm weather. Pictured here: (Left to Right): Harry Cendrowski, CPA, ABV, CFF, CFE , Dave Lorenzo, Allison Cummins, and me #taxadvice #taxprofessional #taxadvisor

So, what's so attractive about the commercial vehicle aftermarket for investors? In this episode of The Schwartz Advisors Report, Brian Cruickshank, partner at Schwartz Advisors, gives us an overview of the commercial vehicle aftermarket, the big heavy-duty consolidators and why investors are increasingly eyeing this side of the industry. 🚛 #aftermarketnews #automotiveaftermarket #schwartzadvisors