Michelle Ash, CFP®, MSFS’ Post

Advisors, do you find it difficult to strike a balance between servicing your existing clients and cultivating new relationships? At @MercerAdvisors, our team approach allows advisors to primarily focus on serving their clients. 🤝Discover the advantages of partnering with us today!

Advisors, do you find it difficult to strike a balance between servicing your existing clients and cultivating new relationships? At @MercerAdvisors, our team approach allows advisors to primarily focus on serving their clients. 🤝Discover the advantages of partnering with us today!

Advisors, do you find it difficult to strike a balance between servicing your existing clients and cultivating new relationships? At @MercerAdvisors, our team approach allows advisors to primarily focus on serving their clients. 🤝Discover the advantages of partnering with us today!

Three common mistakes that agencies make in negotiating financial terms with their clients: (1) Not establishing a mechanism to translate pass-through cost savings into additional earned compensation. (2) Not clearly articulating how the agency will be compensated in the event of early termination. (3) Not negotiating payment terms/schedules that ensure the agency stays cash positive on the client's project. If you're not sure whether your client agreements are setting your agency up for financial success, we'd be happy to help. #agencylife #negotiationstrategy

What does an M&A process look like? This is a common question from business owners and advisors unfamiliar with M&A. Here's my list of 15 steps that provides a broad overview: 1. Find a willing owner/seller through referrals from a network of professionals. 2. Understand the owner's goals: business, financial, and personal. 3. Assess the owner's perception of their business value and goal achievability. 4. Sign a mutual NDA. 5. Gather 5 years of financials, tax returns, and W2s. 6. Analyze the business value using databases and public data. 7. Research industry and M&A trends. 8. Conduct a pitch meeting. 9. Discuss value findings with the owner. 10. Sign an agreement and receive an initial retainer. 11. Collect information for pre-due diligence. 12. Set up a data room and prepare marketing materials. 13. Engage potential buyers and solicit LOIs. 14. Conduct due diligence and negotiate the final LOI. 15. Finalize sales documents, close the deal, and celebrate the success. Navigating these steps ensures a structured and successful M&A process (and generally lessens the likelihood of pulling out what's left of my hair...) #MergersAndAcquisitions #BusinessStrategy #AdvisoryServices

Longhurst – ‘Partnerships’ A trusted team approach. Built on mutual respect & integrity. We recognise that for financial planning to be truly effective we need the support of our clients' accountants, solicitors and other business advisers. This benefits both the client and the team of professional advisers in a number of ways. Read more 👉 https://lnkd.in/gB6XMTf #WealthManagement #FinancialPlan #Partnerships #Trust

Due diligence is the critical process of thoroughly investigating a property, company, or asset before finalizing a transaction. It ensures all potential risks are identified, helping investors make informed decisions and avoid costly mistakes. In real estate, due diligence can uncover zoning issues, legal concerns, financial liabilities, and more. At ERES Companies, we believe that thorough due diligence is the foundation for success in every project we undertake. Contact us today to learn more about how we can support your commercial investment or visit www.erescompanies.com. #RealEstate #DueDiligence #RiskManagement #PropertyInvestment #ERESCompanies

Preparing your business for sale is a complex undertaking that requires careful planning to achieve the best possible outcome. From ensuring financial records are in order to maximise the appeal of your business and securing a fair valuation, there are several crucial steps to navigate as you prepare your business for sale. By following our strategic advice, you can confidently approach the sale of your business with a well-prepared, appealing offering, ensuring a smooth and successful transition for all stakeholders. 1. Financial and Operational Readiness 2. Enhancing Business Performance and Value 3. Assess Industry Trends and Competition 4. Obtain an Accurate Business Valuation 5. Develop a Robust Exit Strategy 6. Marketing Your Business Effectively #Lawditsolicitors #Southamptonlawfirm #legalservices #solicitor #Fullservicelawfirm #Legalexperts #Lawyerssouthampton #Legaladvice #SolicitorsUK #Legalsupport #lawyerlife #Lawfirmculture #lawyersofInstagram #LawfirmUK #Lawyercommunity

💼 Plan Strategically for Your Business's Legacy! 💼 Create a robust strategy for your business's future with expert guidance. Implement cross-purchase agreements, establish operational protocols, and minimize tax burdens to safeguard your legacy and secure your family's financial well-being. Trust in the expertise of an experienced estate planning attorney to navigate the complexities of business succession effectively. #BusinessSuccession #LegacyPlanning #EstatePlanning

Don't leave your M&A success to chance. Arm yourself with valuable insights by exploring our blog, where we share important questions to consider when selecting your M&A advisor. #BusinessStrategy https://lnkd.in/eW9EjRR2