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Highlights include:-The real difference between recurring and advisory revenue—and why it matters for your valuation.-Why managing client assets yourself can decrease your business's value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping your business for sale—and how to get started.If you've ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you'll have when it's time to make your next big move.Need help building a transferable practice?Visit www.eliteconsultingpartners.com today.
Musician, Lawyer, and President of one of the nation's premier RIA firms, David Canter, is focused on positioning Bluespring Wealth Partners as one of the premiere acquirers in the industry. He is very hands-on with operations, including overseeing day-to-day operations and identifying new areas of opportunity and growth. David has worked himself up the ladder in the space, previously serving as Executive Vice President and Head of the RIA segment for Fidelity Clearing & Custody Solutions and now serving as President of Bluespring Wealth Partners. David has worked on many sides of the RIA space, including custody, and now acquiring, but, as most stories go, working in the RIA space wasn't his life-long passion. Without question, he had his sights set on the entertainment industry. He based his life around going into the entertainment industry – training at one point as an actor – and has a love of music and playing his guitar. Breaking into the entertainment industry is hard; beyond acting as an extra, he found that the work just wasn't there. He quickly had to realize that there were other avenues he could take to make money, while still keeping the arts as a deeply held passion. Once he made the decision to focus himself elsewhere, David was drawn to law. The lure of the courtroom was undeniable to David, and he went on to pursue a Juris Doctorate from the University of Baltimore. He loved the courtroom and trial-work, and currently holds his FNRA Series 24 license and is a California State Bar member. THE BLUESPRING ATTRACTION David has been a jack of all trades in the best way possible, but what attracted him to Bluespring Wealth Partners after nearly three decades in the RIA space is simple: He wanted a new challenge. He wanted to find a place that met his self-evaluations for a new challenge after 12+ years at another firm. He found Bluespring's platform very appealing. That platform is based on: Helping people, helping investors specifically Welcoming entrepreneurs Allowing entrepreneurs to continue to be entrepreneurs Doing good with the education and powers they have For David, Bluespring Wealth Partners wasn't just a challenge, but a fitting piece to the next chapter in his career. It allows him to be entrepreneurial, but simultaneously intrapreneurial. This balance allows David many freedoms he wouldn't otherwise have, and a chance to build the company into something new. It is now a 29-firm platform spanning 16 states – and growing. The firm will do 9 acquisitions by the end of 2022, but not just for the sake of acquisitioning. Their acquisition plan is focused on solving the problems of their “partner firms”, as they call their network of firms. AN INFORMED CHOICE In the RIA space, there are many choices an investor can make just to get to the starting line. David believes in choice, and not merely having choice, but having informed choice. David understands that Bluespring Wealth Partners isn't going to be the perfect choice for everyone, however he wants the DealQuest listeners to know what Bluespring does. Bluespring Wealth Partners can be best described as a practice management consultancy at its core that happens to be in the strategic M&A space. It is the responsibility of practice management consultants to assist offices and firms with improving efficiency within their workplace and in their business operations. That's the bulk of Bluespring Wealth Partners' approach: Addressing problems with their acquired “partner firms” and problem-solving efficiency via the network of firms under Bluespring. ONE SIZE DOES NOT FIT ALL Two of the most commonly used words in the RIA space are “aggregator” and “integrator”. Many firms operate either pure aggregator or pure integrator, however, there are a number of firms that pick elements of either model to formulate their perfect model. There is a reason all these models exist, and that's simply because no singular model works for every firm, entrepreneur, client, or investor. Again, choice plays a vital role in decision for the model under which Bluespring operates. The choices David lay out are: Choice 1: Do nothing. Keep on moving forward as you always have, and hopefully filling your career. Choice 2: De-risk. For example: A firm has a retiring partner, so to pull some capital, they find a minority interest. Not take control, but merely provide some capital. Choice 3: Find a pure capital partner. For example: They buy 50%+, and you obtain a capital partner that's not going to provide other shared services or contributions aside from bulk capital. Choice 4: Entrepreneurial model (A.K.A.: aggregation model). Keep your brand and the acquiring company will take at minimum 51% interest in your firm and build a flexible deal structure. By doing this, the focus is preserving the entrepreneurial model and providing various services to help propel your firm forward into growth within the network of acquired firms. Choice 5: Subsume into another brand (more commonly known as integration model). You become the larger brand, forgoing your independent brand identity for the growth of the whole institution. The larger firm will guide the smaller acquired firms in their business activities, but the goal of the smaller firms is to continue looking after their clients. Choice 6: Internal succession to a G2. David notes that in their initial research for founding Bluespring, they found that founders mostly prefer this route;however, the biggest obstacle is finding the capital. G2s would say they would like to pay out of cash flow, but ultimately, it's the entrepreneur taking the risk and it's their cash flow that will fund that transition. Choice 7: A combination of all of the above. Choosing the aspects of all the available models to build a Frankenstein model that works best for your goals, your future, and what you want to do with your firm. These seven choices on how to proceed is what allows a firm to formulate how they're going to move forward with their M&A deals. Bluespring Wealth Partners primarily functions as Choice 4, the Entrepreneurial Model, while recognizing the benefits of all models, opting to borrow practices from other models to give their entrepreneurs the best of all worlds, and allowing over half of their firms to be standalone RIAs. Keep their brand (For example: Capital Planning, A Bluespring Wealth Partner) Keep their own ADV Keep their client experience Bluespring provides capital A sister company Kestra Financial wherein some of their firms they've bought it on that chasse THE VALUE BLUESPRING BRINGS David affirms there are about 90% of opportunities that cross their path that they do not take. Bluespring is very transparent with those opportunities as to why they pass. By being particular in the opportunities they take, Bluespring has built an elite and strong network of firms. Offering immense value to the firms that Bluespring acquires. One attribute of Bluespring's consultancy is that even when they pass on an opportunity, they're offering their consultancy to these firms to help them better grow, irrespective of Bluespring choosing to bring them into their network or not. Bluespring's consulting really begins long before they even decide to enter into a transaction. If Bluespring does go forward with a transaction, there's a lot of due diligence they do by way of taking a consultative approach to how they're going to do business together, and how they're going to structure transactions so the right benefits, incentives, and horizons can be found. Once a firm enters their network, they provide an array of resources to help their community network grow: A business consulting group Marketing assessments Large technology infrastructure An M&A team to help with sub-acquisitions Access to capital, backed by two private equity firms -- majority-owned by Warburg Pincus, and Oak Hill Capital Offering a training program for G2s: The G2 Successor Academy, a simulated 2-year course wherein G2s are educated and trained through guest lecturers, peer study, etc. CHOOSING WHAT WORKS FOR YOUR SUCCESS There is a reason why there are so many various models and combinations of models. At the end of the day, choosing your model is about you and your goals. With Bluespring, David ultimately wants to operate as a culture-driven community. Allowing their acquisitions to remain primarily autonomous, while gaining the support of Bluespring and their resources. There is no one superior model, however each firm will always believe they've found the key to making a successful business. That is true in a lot of ways because success is very abstract; they are successful because their model works for them, not because they have the superior model. Reviewing choices, building a model for their needs and goals, and understanding what opportunities should be taken and those that shouldn't, are all keys to making Bluespring's model work successfully. They will be some of the keys to help build your success, as well. • • • For my full discussion with David Canter, and more on the topic:Listen to the Full DealQuest Podcast Episode Here • • • FOR MORE ON DAVID CANTER AND BLUESPRING WEALTH PARTNERS:https://www.bluespringwealth.com/advisor/why-bluespring Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. If you want to find out how deal-ready you are, take the Deal-Ready Assessment today!
Acompaña a Alex y Víctor a un recorrido por las notas más interesantes del mes de febrero. Actualizaciones de software https://1bestlinks.net/duKwX ¿Un estadio desmontable? Así es el primer estadio reciclable hecho con contenedores, el Estadio 974. https://obras.expansion.mx/arquitectura/2021/11/24/estadio-hecho-de-contenedores-qatar-2022 https://youtu.be/trrirZagUHQ Además de un producto que nos podrá ayudar a retomar algo del estilo de vida perdido https://obras.expansion.mx/interiorismo/2021/09/01/pintura-para-paredes-nuevo-mecanismo-para-virus-covid-19 Eventos https://www.mideplan.go.cr/costa-rica-avanza-en-implementacion-de-estrategia-bim https://documentos.mideplan.go.cr/share/s/_eYKHoQvShu-I7imS1IKGA https://www.cmic.org/anuncian-expo-construccion-2022-para-promover-la-reactivacion-economica/ Educación https://graphisoft.com/es/events/taller-del-bim-al-modelo-con-archicad-bim-test-drive-2 http://www.bimforum.org.ar/novedades/ampliar/como-se-ensena-bim-en-chile Software https://investors.procore.com/news/news-details/2022/Procore-Earns-Spot-on-G2s-2022-Best-Software-Awards-for-Best-Software-Products/default.aspx Además de un gadget novedoso https://www.hp.com/mx-es/displays-accessories/gaming/omen-mindframe.html Bonus https://www.elfinanciero.com.mx/cdmx/2022/02/03/cuidate-tesla-asi-son-los-tsurus-electricos-hechos-por-la-cdmx/ VR Chat ¿qué es eso? Agradecimientos: Agradecemos a todos nuestros escuchas que mes a mes nos permiten acompañarlos en su trayecto al trabajo, en las mañanas con un cafecito o dondequiera que reproducen el podcast, y al patrocinador de la sección de IF Graphisoft por su soporte continuo y hablando de soporte. Recuerda descargar la actualización 2 de la versión 25 de Achicad para tener tus herramientas de trabajo actualizadas. --- Support this podcast: https://anchor.fm/shared-coordinates/support
This week we're done with holiday episodes and back on regular schedule with a solid discussion on: Lil Uzi Vert x Sergio Perez Sports Games - is it time to lose the annual release model? The departure of Madden creative director Mike Young from EA Sports Key gaming developments from CES Adage's top gaming partnerships of 2021 G2s uh...music video? and a more in depth look at Tiny Tina's Wonderlands, a Borderlands story title from Epic Games Hope you enjoy it!
Chris Ado joins Eric to analyze the 6 races that make up the mandatory payout P6 Saturday at Del Mar. The sequence includes a G3, 2 G2s, and two G1s, the Del Mar Oaks and the Pacific Classic.
Timestamped topics below. 1:30 Big Dreaming scratches, the luck of the draw. 2:31 Strong Tide, solid horse at first post, why aren't we more in love? 2:56 Glynn County, decent late speed, but also feeling lukewarm? 3:25 Domestic Spending, superhero! At the Manhattan Stakes, showed off from ten lengths out! Flavien Prat keeps the band together for this big 2021 earner, who may be our turf equivalent of Knicks Go or Essential Quality. 6:06 Two Emmys, in a strange twist of nomenclature, apparently loves second place. Underbet? 6:54 Zulu Alpha, 8 year-old gelding to be ridden by Luis Saez, Saratoga's winningest jockey, has already finished behind three of this race's contenders earlier in the year. 8:49 Another Mystery, late speed amid undistinguised company? This may be our unpredictable long shot, as opposed to… 9:54 Space Traveller, British import who's been losing in G1s and G2s, but winning in G3s. During this strange return-season of racing, have Del Mar and Saratoga left the rest of the fields too thin? 11:35 Bizzee Channel, spotty, but perhaps a decent undercard pick? 12:43 Armory, strong contender who's raced in good company, but our attraction may be too great for the stats to justify. Poor last race in late July (too-recent?) may be worth noting for this kid of Galileo. 15:30 Is Space Traveller really a “live long shot?” Ummm. 17:00 Our racing tour's next weekend stops are Del Mar's Pacific Classic and Saratoga's 141st running of the Alabama. See our whole schedule of races preceding the Breeders Cup at www.33xpl.com and bet-a-long! No Sleep ‘Til Del Mar! 17:47 The “All-Drug Olympics” for horses, Lasix for everybody?! 18:22 Brief description of Lasix use in horse racing. Another quick summary of the state of its use is here: https://www.courier-journal.com/story/sports/horses/horse-racing/2019/04/18/horse-racing-doping-what-lasix-and-how-used/3495967002/ 19:05 Space Traveller skips the lotus-eating party. Can he win without the sauce? JUST FOR THE RECORD: We love making jokes, but love horses more. We encourage and support widespread reform with regard to doping, medical care, and equine treatment. We want sparkling ethics, so we can enjoy the sport happily and encourage others to become fans, too! Enjoy more from us, the team behind 33xpl, at your favorite podcasting platform or posted at our You Tube channel along with other informational vids. You can also check us out at Instagram, Pinterest, and our own site, www.33xpl.com, where you can download our racing “tour schedule” to bet-a-long and sign up for our very-occasional newsletter with goodies for subscribers. Please Like, Comment, and Subscribe, and until next time, HAPPY RACING, YA'LL! Trixie and Weej
S T A Y B L E S S E D !#G2S
Sean Weafer is an international executive and sales communications coach and professional conference speaker. His clients include Grant Thornton, Microsoft, Indeed.com, Financial Services Compensation Scheme, Bank of Ireland, Keywords International, BearingPoint and many more where he transforms experts into Highly Trusted Advisors in leadership and sales. Sean is an engineer by profession and specialises in taking complex concepts in leadership and sales and creating highly practical and measurable tool kits for his clients to help them excel in all areas. He is the creator of the G2S coaching system, is a Marshall Goldsmith certified leadership coach and is a qualified psychotherapist and the author of three books; ‘Invoking the Feminine: Strength, Love and Wisdom' (2019) ‘C.A.S.H: Coaching As a Side Hustle' (2020) and The Highly Trusted Advisor: How to Win Clients and Lead Teams in the Hybrid Age' (2021) plus several e-books on management and sales communications. https://www.seanweafer.com/ https://www.linkedin.com/in/seanweafer/
Tim Geers and Trent Crebbin preview the horse racing at Randwick and Moonee Valley this Saturday, September 5th. The G2 McEwen Stakes and G2 Feehan Stakes headline proceedings in Melbourne, while Randwick plays host to three G2s, the Furious Stakes, Chelmsford Stakes and Tramway Stakes. Brought to you by PlayUp. Moonee Valley preview and tips: beforeyoubet.com.au/moonee-valley-racing-tips-saturday-september-5th Gamble Responsibly. 18+.
Frankie welcomes Sheri and Ray Miller to the podcast to talk about their experience at Granite Game Summit. The Miller's were showcasing their game Deli Duel the Designer's Alley of G2S. Check out their Etsy shop at https://www.etsy.com/shop/FlairdeGeek
Dans ce SuperShow, il est question de chargeurs de batteries et de survoltage avec Frédéric Bachand de la compagnie Magnacharge et Jean-Marc Cyr de chez G2s équipement.Saviez-vous qu'une batterie légèrement déchargée pourrait empêcher des accessoires comme l'arrêt/départ automatique de fonctionner? Ou encore qu'il soit parfois nécessaire de maintenir une charge sur le système électrique du véhicule durant le remplacement de la batterie pour éviter de perdre certaines configurations du véhicule?Retrouvez votre chargeur ou survolteur sur le site web de pièces d'auto super :Survolteurs :https://pasuper.com/electronique-et-eclairage/survoltage/Chargeurs de batterie :https://pasuper.com/electronique-et-eclairage/chargeurs-de-batterie/
Dans cet épisode du SuperShow, les experts nous expliquent de long en large l'installation des roues et les dangers d'une pose inadéquate ou ne respectant pas les normes établies par le manufacturier.Rencontrez l'expert en équipement et outillage Jean-Marc Cyr de la compagnie G2S équipement qui nous présentera les bons outils et les bonnes techniques pour poser vos roues professionnellement sans endommager d'autres pièces du véhicule.Finalement, Antoine Joubert et Benoît Charrette nous présentent leurs nouvelles de la semaine et leurs derniers essaie automobile.Version vidéo disponible ici:https://pasuper.com/super-show-linstallation-des-pneus/
Current Events and music from SDC Digital.
In this week's episode, I welcome a panel discussion on the spiritual transformation my guest have experienced and how they are helping others find their path to spiritual, mental, and physical health. My guest are Minister Tommy Davis, gospel recording artist G2S, and inspirational speaker Gregorey Dunton III. Minister Davis, also an entrepreneur, sells Air Cookies, a variety of air fresheners for everyday use. You can find G2S's music on Spotify, iTunes, or wherever you buy or stream music. You can follow Gregorey Dunton on Twitter, Facebook, or Youtube
G2S is a great weekend of gaming for those in the New England area. Marc and Orion attended this year and we're here to tell you all about it. We've got ugly games, beautiful games, and aesthetically controversial games. Also, Matt's not here so we get to briefly mention a sport superior to hockey. But mostly games still, don't worry. 2:04 - The Bloody Inn4:49 - Let's Make A Bus Route9:54 - Sidereal Confluence19:29 - Die Macher35:19 - Glory To Rome37:27 - Wingspan45:10 - Gaia Project Music: Sailing The Solar Wind by Abstraction Like the podcast? Want to watch it being recorded, live? Consider supporting it on Patreon.
Patrick & Eric use Sturgeon's Law that 90% of everything is crap to talk about just about everything but board games.
Lone - Mind’s Eye Melody - 00:00 Toby Tobias - The Rain (Nebraska Remix) - 05:30 Nachtbraker - M.m.m (Session Victim Remix) - 10:30 Cody Currie - Pool of Red - 14:00 Joss Moog - That Old Feeling - 16:30 Iron Curtis - My Humming Machines - 21:00 Fulbert - Take It Easy - 25:00 Hyenah - Phases ft. Nonku - 29:30 Central - Detour Kind - 34:30 Jad & The - Overpriced Kasier Chips - 39:30 Sega - Hanging Gardens - 43:30 Crackazat - Proton Blue - 47:30 Hanna - Wayfaring Man - 53:00 Malouana - Hunting Down the Pit ft. G2S - 56:30
Episode 140: On The Case! Length: 1:09:09 Show Links: RSS | iTunes | Stitcher | Download Episode Welcome back to Vox Republica, the Cardboard Republic Podcast! We post new episodes every other Thursday, with each episode being about 45 minutes long. Vox Republica is proudly supported by our Patreon. Consider contributing today! DESCRIPTION: It's been a busy and chaotic month or so, between new digs, new gigs, local conventions, and localized pathogens. But we're making up for that now! This episode Erin and Ryan discuss the Granite Game Summit and review Sherlock Holmes Consulting Detective: Jack the Ripper & West End Adventures! GUEST: None RECENTLY PLAYED GAMES - (02:01): Terraforming Mars by Stronghold Games (BGG Link) Sagrada by Floodgate Games (BGG Link) The Manhattan Project: Energy Empire by Minion Games (BGG Link) World Monuments by Queen Games (BGG Link) Mexica by Super Meeple / IELLO (BGG Link) Sherlock Holmes Consulting Detective: Jack the Ripper & West End Adventures by Space Cowboys (BGG Link) FEATURED TOPIC – (18:54): April 2017 saw the first multi-day attempt of the Granite Game Summit in Nashua, NH, and we were front and center for attending! Yes, after a couple one-day events in 2016, the troupe at G2S decided to try their hand at a 3-day con. We recap our thoughts and experiences from the inaugural event. REVIEW - (30:22): The original Sherlock Holmes Consulting Detective first burst onto the gaming scene in 1981 and has circulated in some form ever since. Yet an updated reprint in the last couple years gave rise to renewed interest in the classic game by a whole new generation of gamers. This recent standalone expansion (Jack the Ripper & West End Adventures) is a continuation of that trend. It contains six updated cases from the original West End Adventures expansion, as well as four brand new cases in the form of the Jack the Ripper series, which unlike any past cases, are all tied together and have a cap on how many actions you can take. In this narrative-driven game of mystery solving, each playthrough consists of a single case upon which players must collectively solve. To do this, everyone takes turns moving about Victorian London gathering story clues, interviewing witnesses, and inspecting crime scenes, all in the hopes of figuring out the whodunnit before Sherlock does (at least in theory). Prepare to be taken all over London as you chase leads and deal with dead ends, each of which is represented by storybook elements read aloud that correspond to the people and places you decide to visit. The combined effect is a co-op based literary puzzle that will appeal to those who love solving mysteries or those who appreciate a well-executed thematic setting (though not necessarily both groups at the same time). With an abundance of flavor and plenty to explore, Consulting Detective provides ten story-centric sleuthing experiences definitely worth checking out, even if playthroughs can take longer than advertised, can ony be played once, and can be a little clunky on exposition in some instances. Well, so long as you just give up on trying to best Sherlock and enjoy the world it presents to you at your own pace. (Note: if you don't see pictures below, you can view them via the RSS feed or clicking this link.) Everything you need to run a Consulting Detective scenario Running around London looking for clues! Thanks to the handy directory, we found Emmet Ogden lives at 83 EC (East Central district) Scouring East London to catch Jack the Ripper 10 Scenarios equals a many, many hours of worthwhile gaming PLUGS - (1:08:24): We’re raffling off a copy of Overseers to a lucky Patreon backer. Consider donating today! As always, Cardboard Republic YouTube videos and the BGG Guild are still ongoing. Subscribe to either - or both if you really love us. You do really love us, right? We’d love to hear from you! You can send questions or feedback via email at podcast@cardboardrepublic.com. You can also reach us social media, including Twitter and BoardGameGeek. Audio Credits: Intro music track is "Swing!" by Bargo!, used under Creative Commons license.
This past weekend, Anitra attended Granite Game Summit 2017 in Nashua, NH. It was a lot of fun, but also very different from the type of events we normally attend as The Family Gamers. We discuss what G2S was like, highlights of the show, and what else happened in our family the past two weeks.The Grimm Forest Kickstarter is almost The post 42 – The Family Gamers Podcast – Granite Game Summit appeared first on The Family Gamers.
New Hampshire residents and board game fans, Kimberly Bullock, Kevin Craine, and Michael Taylor join the show to talk about how they founded the Granite Games Summit, a local convention held twice a year in New Hampshire. To learn more about G2S, visit http://www.granitegamesummit.com/
Motivate. Excite. Influence | www.Sharvette.com First Segment: Author Spotlight Tyora Moody . Deep Fried Trouble, the first book in the Eugeena Patterson Mystery series was released June 2013. Widowed and officially retired, EUGEENA PATTERSON throws herself into organizing the neighborhood association. This presents a great opportunity to re-connect with old friends and get to know new neighbors like recently widowed Amos Jones, that is until Eugeena stumbles upon her estranged neighbor's dead body. Eugeena's daughter is fingered as a prime suspect, but where is she? Second Segment: Artist Spotlight: Tyrone Richardson a.k.a. G2S ( Goon 2 Saint) Many are called, but few are chosen…. Tyrone Richardson a.k.a. G2S, is definitely one of God's chosen vessels. He has a praise mix tape out and is currently working on the second one. G2S stands on the word and lives by Isaiah 54:17, which reads, No weapon formed against me shall prosper: and every tongue that shall rise against thee in judgment thou shall condemn. This is the heritage of the servants of the Lord and their righteousness is of me, saint the Lord. Third Segment: Ladies of Sisters of emPOWERment Tour > Shirelle 'Diamond' Hogans, Melissa Ann Ricks & Author Alisha Broughton stop by the virtual studio
Welcome to the first episode with a product review included. On the chopping block, our G2s. Spoiler alert... We end the episode on Craigslist.