Archive for March 2023
Achieving a Fair Value for Your Equity
As we approach the last quarter of the financial year, those parties looking to retire, sell down equity, or depart a firm, will often start considering the potential value of their equity. All too often we hear a comment along the lines of ‘I just want to do what is fair for all parties’ or…
Read MoreHighlights from our Typical Fees Report
Our 2023 Typical Fees For Common Services Report was released yesterday to a strong participant and non-participant group. We had expected to find some fairly healthy increases in these fees for the period given the static or conservative nature of fee reviews during the pandemic by many firms as well as the underlying inflationary pressures…
Read MorePractice Assets that are Typically Transferred upon Sale
A couple of recent practice sales reminded me that not everyone is necessarily aware of all the assets or items that are typically incorporated within, and transferred as part of, a practice sale. Hence, I thought it may be helpful to outline some of the common inclusions and the prep work that is required in…
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