Sara Grillo

DECEMBER 11, 2023

For those of you new to my blog, my name is Sara G. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Please conduct your own due diligence and come to your own decision. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Let’s talk about it.

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Diamond Consultants

NOVEMBER 21, 2023

When it comes to due diligence and even a transition, no two advisors – or their paths – are the same. Here’s why that matters… It’s interesting how advisors think that many of the processes around due diligence and transition are the same. And, of course, there are certain steps that pretty much are what they are.

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Due Diligence Mutual Funds Consultants Consulting 52

Sara Grillo

DECEMBER 22, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. Please conduct your own due diligence and come to your own decision. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

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Due Diligence Consultants Consulting Legal 52

Sara Grillo

JANUARY 8, 2024

For those of you who are new to my blog, my name is Sara. And now let’s get onto the blog! Please conduct your own due diligence and come to your own decision. Sara’s upshot on financial planning for small accounts Did you enjoy my blog on financial planning for small accounts?

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Accounting Consultants Consulting Due Diligence 64

Diamond Consultants

JUNE 21, 2022

Advisors often wonder if there’s a right time to embark upon the due diligence process. If the gap is big enough and important enough to justify the hassle of a move, then it makes sense to begin due diligence. But it doesn’t have to be that way. Best practices to consider. A subset of this tool is available here.)

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Due Diligence Education Best Practices Legal 52

Ballast Advisors

MARCH 15, 2023

How does my RIA conduct due diligence on their custodial relationships? Additionally, Ballast Advisors conducts due diligence on their custodial relationships each year to ensure they meet their high standards.

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Banks Due Diligence Financial Institutions Assets 75

Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Please conduct your own due diligence and come to your own decision. This is not an endorsement of anyone mentioned here, and situations could change and not be reflected here in this blog.

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Accounting Consultants Consulting Due Diligence 52

SEI

AUGUST 22, 2022

Evaluation and due diligence. Due to the economic downturn in the first half of the year, more investors have begun searching for outside help to weather this environment. Fundfire: OCIOs Project Confidence Despite Tough First Half. Mon, 08/22/2022 - 10:04. Investments and economy. OCIO/Investment outsourcing. Media mention.

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Diamond Consultants

NOVEMBER 1, 2022

While this is an important step in any due diligence process, evaluating another firm and envisioning what makes an opportunity ideal requires more than checking a series of boxes. Advisors sometimes surprise themselves with the outcome of their due diligence. Consider these 5 key areas to serve as your guide….

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Due Diligence Enterprise Values Taxes 52

Ron A. Rhodes

JULY 15, 2023

In previous blog posts I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long periods…

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Returns Due Diligence Portfolios Assets 62

Ron A. Rhodes

MAY 9, 2023

In a previous blog post, I previewed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…

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Returns Due Diligence Portfolios Assets 66

This is going to be BIG.

JUNE 9, 2020

If you’re a white professional in venture, you might feel uncomfortable tweeting or blogging about race. Others are so uncomfortable with the idea of getting flamed or canceled despite good intentions that they’d rather do the absolute minimum. Until that changes, I need to be taking these really tiny risks at a bare minimum.

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Indigo Marketing Agency

FEBRUARY 6, 2020

Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well. Answer: So far, Indigo has helped us do three major things: Improve the SEO of our website and blog. Coordinate the marketing language and images across our website, blog, Google Business Profile, and social media.

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SuperAngel.Fund

JANUARY 19, 2024

For founders too, when possible, many also prefer to raise from their existing investor base so as to maintain consistency and optimize for speed in due diligence and closing. Blog Updates During the quarter we featured four of our portfolio companies in the ‘ Founder Friday’ newsletter series.

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Startups Due Diligence Deal Flow Angel Investors 69

Pension Pulse

MAY 16, 2024

I would recommend you read its company blog posts here to gain an appreciation of what they do. When you are the size of CDPQ, you want to write €300m in private debt financing to get the most bang for your due diligence buck. And having two strong partners -- Ares and Schroders -- on this deal also helps.

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Financing Finance Debt Due Diligence 59

Quiet Growth

OCTOBER 12, 2023

It’s always essential to conduct thorough due diligence. The post An introduction to bond ratings appeared first on QuietGrowth Australia Blog. Potential conflicts of interest: Since bond issuers pay rating agencies for their services, there’s potential for conflicts of interest.

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BlueMind

DECEMBER 23, 2022

Perform your due diligence and do some side research, after all, it is your life’s savings that are on the line. This article " Top Movies & Shows for Financial Advisors to Watch " was first published on BlueMind Blog. In addition, know where your money is going. Billions Drama Series (2016 – 2022).

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Steve Sanduski

DECEMBER 5, 2022

That’s what Shannon and her 30-person team are tasked with managing, from due diligence on individual investment products to the tech platforms that advisors use. That expertise can also help educate advisors and their teams about new products and clear some likely hurdles with compliance and due diligence.

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Ron A. Rhodes

JULY 20, 2023

In several previous blog posts, I discussed several “factors” – characteristics of stocks – that can be utilized in portfolio construction to seek to improve equity (stock) returns over long…

Portfolios 40

Portfolios Investing Returns Due Diligence 40

This is going to be BIG.

DECEMBER 10, 2012

I'm not a publisher, so I have to rely on my network to do due diligence. It costs nearly know money to blanket your industry with the buzz that you're onto something--either through 1:1 meetings, blogging, or just being *the* industry expert in the space. Consider the following mental exercise. oh, I dunno. If not, why not?

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Diamond Consultants

FEBRUARY 20, 2024

These points may be a bit more nebulous and cerebral than our normal due-diligence-centric teach pieces, but they’re no less critical. Put another way, we believe that without the right mindset, it’s impossible to determine if where and how you practice is indeed best for your business and clients.

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Leveraging Due Diligence Investing 52

Diamond Consultants

MAY 24, 2022

So, it’s critical that the due diligence process provides the answer with clear and meaningful client benefits identified along the way. So, keeping the idea of “what’s in it for my clients” top-of-mind when performing due diligence will ensure that you really understand how a new firm could move the needle for all.

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Due Diligence Taxes Assets Accounting 52

This is going to be BIG.

DECEMBER 5, 2012

Are you blogging really insightful takes on your industry? Try to guess who my first due diligence call is for your company and get to them first before I bastardize your pitch to them. If you were leaders in your space, you'd know them. 5) Aim for me to hear about you before you pitch. Submitting content to publications I read?

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Diamond Consultants

DECEMBER 19, 2023

But more than that, there is power in conducting due diligence. We believe verily that everyone should have a Plan B, whether they have any thoughts of moving or not—especially in a world where heightened compliance scrutiny and zero-tolerance risk cultures abound.

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Due Diligence Consultants Consulting Education 52

Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Please conduct your own due diligence and come to your own decision. See you in the next blog!

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Assets Due Diligence Consultants Consulting 52

Diamond Consultants

JUNE 23, 2022

After your own due diligence, you may find that the new BD is actually the right one for you. Any time a firm is sold, advisors owe it to themselves – and, as fiduciaries, their clients – to make sure that where they will land is, in fact, the very best choice. Or you may find that better opportunities actually exist elsewhere.

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Due Diligence Education Financial Services Assets 52

SuperAngel.Fund

OCTOBER 27, 2023

Blog & Other Updates Featured portfolio company, Settle, in our ‘Founder Friday’ newsletter Celebrated 3 portfolio companies listed in the Inc.

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Venture Capital Deal Flow Startups Due Diligence 64

Diamond Consultants

MAY 9, 2023

Here are six that are most common: Investment platform – Access to a myriad of investment managers and solutions is not a given; it requires deep relationships and a due diligence framework to ensure all investment products are properly vetted. So, what are some areas in which a firm might provide value to advisors?

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The Big Picture

JANUARY 9, 2024

And so I went back to my desk and I worked for like three more weeks and then I saw the deal breaker, the great like comedic financial blog was hiring. But there was really very little thought to it,you know, I had not been like blogging on the side or like practicing at night or anything like that. I recall you wrote about that.

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Mergers and Acquisitions Law Firms Hedge Funds Financing 52

This is going to be BIG.

MAY 5, 2011

VC Blogger Fanboy This geek reads all the blogs religiously and is a lean startup ninja. Having them associated with your business is cool, and might get you into a pitch meeting, but if their actual relationship to you is vaporware, it's just going to set others up for a disappointment in the due diligence process.

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Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans. Stimpyz1 Yikes.

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Debt Pension Funds Banks Due Diligence 52

Diamond Consultants

NOVEMBER 29, 2022

Pre-emptively hiring an attorney to help determine how at-risk you are for termination and beginning due diligence with a trusted recruiter to understand how hirable you are will help to make the decision. Ideally, advisors should always have a solid “Plan B” in place.

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Due Diligence Legal Accounting Investing 52

This is going to be BIG.

APRIL 3, 2012

Instead of just e-mailing people and dealing with them directly, as we do in person, we're a blog post away from a flamewar. We hear things that weren't actually said and argue points that weren't made. We box shadows--especially on the internet.

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Due Diligence Venture Capital Financial Institutions Funds 109

Diamond Consultants

JANUARY 17, 2023

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. Yet, plenty of advisors want an even greater level of support—not to mention a sense of community.

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Due Diligence Stakes Best Practices Leveraging 52

Sara Grillo

JUNE 12, 2023

For those of you who are new to my blog/podcast, my name is Sara. It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. I am a CFA® charterholder and I used to be a financial advisor. And 0:30:26.4 If that makes sense.

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Mr. Money Mustache

JANUARY 29, 2021

With your cash, it happens at your own pace (it could be as fast as one day, but 3-4 weeks is reasonable if you are doing inspections and other due diligence. It can be 6-8 weeks between offer and closing.

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Taxes Collateral Stock Market Stock Market 55

This is going to be BIG.

APRIL 29, 2011

No matter how much I or any of the team here at First Round made themselves accessable through Office Hours, LinkedIn, Twitter, speaking, blogging, etc., Then I realized that it's probably not obvious what the dynamics are around how VCs tend to get introduced to companies and what works best for people, so I figured I'd blog about it.

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