CorporateTreasurer’s Post

The third driver of business value that we're talking about today, is the Switzerland Structure. Now this isn't structuring from a tax perspective, rather this is with reference to the independence they have! So what I'd like you to consider is how much reliance does your business have on any one client, any one supplier or any one employee. You then need to look at mitigating this risk, and also making your business more robust, and in the process, more valuable. Vibrant Accountancy P.S. Check out that great screengrab! Oh I do love video 😂 #businessowner #businessvalue #valuation

When you’re think of Switzerland what do you think of? 🇨🇭 Mountains? 🏔️ Chocolate? 🍫 Skiing? ⛷️ Well our Bev’s talking about independence! It’s a crucial factor when driving up value in your business. Does your business have an over reliance on one customer? One supplier? One employee? Then consider what steps you need to take to build a less risky business and a more valuable one. #businessowner #endgame

𝐔𝐧𝐥𝐨𝐜𝐤𝐢𝐧𝐠 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐎𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬: 𝐑𝐞𝐩𝐚𝐭𝐫𝐢𝐚𝐭𝐢𝐨𝐧, 𝐂𝐚𝐩𝐢𝐭𝐚𝐥, & 𝐃𝐞𝐫𝐢𝐯𝐚𝐭𝐢𝐯𝐞𝐬 As businesses navigate the complex financial landscape, strategic decisions play a pivotal role in growth and stability. We can assist you with the below solutions - get in touch for more information. #Finance #BusinessInsights #MarketTrends #FinancialSolutions

65,000 Financial Advisors have shifted firms since 2018, with 47% now opting for the independent B/D or RIA model. The RIA model is projected to surpass the independent B/D model in the near future. For advisors considering a new model, collaborating with a consultant to assess all options is crucial. We analyze 200 firms daily and have agreements with over 120 Independent B/D's, RIA's, and Regional Firms. (Most by any independent recruiting firm) Recently, I assisted a team at a regional firm in exploring various models. With my help, they chose a model that they previously hadn't considered because it was the best fit for their business. I am here to help you! [Link to the full article](https://lnkd.in/e3NaAqJN) #bridgemarkstrategies #RIA #Indepedent #financialadvisor #Regional #consulting

I was speaking with a $1.3mm UBS advisor, Monday. We discussed outsourcing his portfolio models to save time and frankly – fatigue is setting in. Outsourcing is a daily conversation with advisors and in many cases a “pian point”.  You make the investment upfront to delegate task but gain band width in the long run. If you could, what would you hand off? compliance, admin, technology, marketing - too much to mention here. Net effect:  Ø Ease of doing business.  Ø Focus on new client acquisition.  Ø Gather and grow AUM.  Ø Reduce wasted overhead.  Ø Increase profit margins.   If you’d like to learn more, have a general question, or ready to “peek over the fence”, I’m happy to schedule a few minutes with you. #bridgemarkstrategies #wealthmanagement #financialadvisor #financialplanning #ubs #merrilllynch #morganstanley #wellsfargo #raymondjames #edwardjones #massmutual #northwesternmutual #lincolnfinancialgroup 

For Israeli business owners with business entities abroad it is CRITICAL to understand the definition of a "business expense." Different countries are lenient is different areas. Understanding countries' tax preferences and definitions will help you decide from what country to pay which kind of expense. Consult with your accountant, see what's possible, and plan accordingly. You'll save time and money - I promise! #outsourcedFinanceDept #fractionalCFO #israel

How do you choose an offshoring partner? The same due diligence that you would apply to any major business decision should be applied in looking into your offshoring options. So, if the offshoring partner you’re considering can provide references, for example, give them a call. Carefully evaluate their expertise, how they communicate in the initial exchanges, and their likely long-term financial stability. Ensure they have local managers in place, so you have somebody available to speak to when you need them. And remember that even once you’re at the point where you’ve chosen your offshoring partner, there are further decisions ahead of you. Learn more about offshoring for the first time here: https://lnkd.in/e3FYXdkt

To know more, read the full article on #theenterprise https://lnkd.in/gZJW9i6U #IndiGo #ShareSale #AirlineExpansion #globalbusiness #theenterprisenews #followformore #global #finance

Are you aware of the upcoming Companies House fee adjustments effective 1st of May 2024? Find out the increased costs and learn why Companies House is making these changes. Read more here 👉 http://lite.spr.ly/6009QKP #Companieshouse #Increasedfees #BKPlus #BusinessOwner

Within any business, optimizing payment processes offers a wealth of benefits to your cashflow. Learn how you can start evaluating and streamlining payments, which can lead to better growth for your business overall: https://bit.ly/3vqFlhr #treasurymanagement #paymentsolutions #businessstrategy