The Jewelers Guild Conference is always a highlight in our calendar. Todd Feldman spoke at the recent Westin Long Beach conference and addressed the pitfalls that many business owners make when it comes to succession planning, continuity planning and owner exit planning. #BusinessSuccess #KnowledgeSharing #Obsidian
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However you define success, it's typically a constant journey of transformation getting there. We're embracing the spirit of change on our path to furthering Marshall & Sterling's success. Exciting news coming tomorrow, April 24th on the 160th anniversary of M&S! #MarshallSterling #RiskManagement
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Exciting News! Discover the incredible success story of Castle Associates with Key Principles: 📈 38% Increase in Instructions 💰 1,033% ROI 💼 40%+ Revenue Surge 🗣️ "We’d been stuck on 30 instructions per month for a while. Working in partnership with Key Principles, we recently managed 50 instructions which was amazing. We are so thrilled, we just hope it maintains and we keep growing.” Mark Ferron, Castle Associates 🌐Explore the full case study here: https://lnkd.in/eUEau5v8 #SuccessStory #BusinessGrowth #KeyPrinciples #CaseStudy
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Quality Management Expert | Specializing in Quality Assurance & Control, Audits, Team Building, Lab Instrumentation, Asset Management | Driving Organizational Success & Delivering Results
Want to know about how a CEO saved a failing #business with a new #businessstrategy? As I always say… #organizations can decide from the top down, but their survival comes from the bottom up… Click and watch… highly recommended
Can Barnes & Noble's New Strategy Save It?
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This is the Story of Us, our awesome clients + TDCI. We delivered Next Level, front-end business framework that's helped: 👉 A boutique wealth management firm flourish, attracting a stellar merger with a renowned financial services company. 👉 The Founder of Greenies pet treats successfully transition into other consumer-related industries. 👉 A design-build company find their True North, leading to winning such iconic projects like the Las Vegas Raiders' Al Davis Memorial Torch at Allegiant Stadium; and both the Evel Knievel and Amelia Earhart museums. 👉 Launch of a new, successful Circular (sustainability) division at a metals company, attracting some of the nation's most iconic and desired clients. 👉 One of the Midwest's most acclaimed real estate firms position themselves to win the prestigious Element Sotheby's International Realty partnership. 👉 Design a unique, executive peer-to-peer organization that sold out its membership within its first year of operation. If you're a #founder #ceo or #businessowner seeking to design an iconic Category of One that enables your exit - whatever that may be - then you need to speak with us soon before 2024 gets away from you. We're ready to hear your story and help you achieve the type of success you've always envisioned. We'd be honored to have you included in our Stories of Us. #businesscoach #businesscoaching #profitablegrowth Nathan (Nate) Orr Bob Alvarez Denise Kruse Mike Chalfant, CPA Chris Wood Justin Holger Lindholm Scott Havens Jonathan Goldenstein Kevin Oldham Mark Robinson Adrian Franks
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Newest episode of Stir! ⤵️
In this episode of Stir, we explore the inspiring journey of Loyd Robbins & Co. with Loyd Robbins & Freya Robbins, renowned real estate experts from Sarasota. With decades of experience, they share valuable insights into the evolving landscape of real estate in the Sarasota area. https://lnkd.in/ew5kn8AP
STIR 22| Loyd and Freya Robbins of Loyd Robbins & Co.
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And the Builder of the Year Award 2024 goes to... United Homes Group (Great Southern Homes)! 🏆 Under the visionary leadership of CEO Michael Nieri they have closed 1,383 homes, had a revenue leap to $421.5M, and have undergone significant expansions through strategic acquisitions - their success speaks volumes! It's truly impressive to witness such achievements within the real estate and homebuilding industry. As someone deeply invested in this sector, I find the shift to data-driven solutions and innovation both fulfilling and exhilarating. The future of our industry is bright, and I can't wait to see where we head next. Looking to dive deeper on where I discovered these insights? Link to the article is in the comments. #RealEstateInnovation #BuilderOfTheYear #RealEstateMarket
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Great news! St James’s Place has revealed its cost-cutting plans, leading to a 20% jump in its shares. This strategic move is aimed at boosting efficiency and delivering more value to our clients. Read the full article in the Financial Times to learn more about our commitment to driving sustainable growth and maximizing returns for our stakeholders. #StJamessPlace #FinancialTimes #CostCuttingPlans https://ift.tt/UPrAp4N
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Our Managing Director, Glenn King, recently spoke with Proactive's Stephen Gunnion about the company's impressive progress in 2024. Over the last year, Oakmount & Partners transitioned from raising expansion capital for third parties to building its diverse asset bank. With a current company valuation between £15 and £18 million, we aim to achieve a valuation of 4/5 times this amount over the next 5 years. Glenn discussed our recent acquisition of over £4 million in real estate, which reflects our robust portfolio expansion and is targeted at staycation and holiday letting retreats, traditional buy-to-lets, and commercial property. King highlighted our five-year plan to raise £50 million, primarily for investments in property, green technologies, and transformative industries. We are strategically acquiring distressed properties and considering additional exposure to green technology investments as part of our broader sustainability goals. Additionally, King mentioned the launch of Oakmount's product offerings on an FCA-regulated platform, targeting high-net-worth individuals, IFA's and wealth managers. Under FCA regulation, we are also pursuing expansion into the commercial finance side of the market to become a full-service institution. Our focus remains on maximising shareholder returns and preparing for a potential IPO or private acquisition to create significant returns for our investors, complementing our stable fixed-income offerings. Oakmount and Partners Limited. Est 2009. Telephone: 01279 874 392 Business Card: https://lnkd.in/e6aTaJ2W LinkTree: https://lnkd.in/eQUHutK2 Subscribe: https://lnkd.in/esEqrRxP Media: https://lnkd.in/dpX-7sJ Interview: https://lnkd.in/ejZMniGu #StrategicInvesting #WealthCreation #YourSuccessOurPriority #InvestmentConsultancy #GlobalPresence #PrivateEquityInvestments #IPOInvestments #financialsuccess #financialgoals #financialwellbeing #investments #oakmountandpartnersltd #glennking #returnoninvestment #moneymindset #moneymatters #moneytips #financialfreedom #affluence #wealthbuilding #investmentstrategy #investwisely #entrepreneur #success #motivation #trust #valueinvesting #InvestmentPlatform #WealthManagement #FinancialServices #InvestmentOpportunities #MarketInsights #proactive #ValueInvesting #LongTermGrowth #FinancialSuccess #InvestmentExperts #BestPreIPOConsultancy #ExcellenceInConsulting
Oakmount & Partners MD Glenn King on mid-year successes and future plans
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It’s not wrong to follow your gut instinct, but it isn’t right to ignore others' feedback either. As Founder and CEO of Bluestone Lane, Nicholas Stone recognizes the value of a second look. Find out why this framework led his business to where it is now, on the season 3 finale of Business Class. Learn more: https://go.amex/DKV8Nm #AmexBusiness
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Mergers and Acquisitions Advisor | I help entrepreneurs buy, grow, or sell companies | We provide mergers and acquisition advisory services to Indiana entrepreneurs in the lower middle market
This is important information:
Part of the Calder team was featured in the most recent issue of Grand Rapids Magazine, in its "Faces of West Michigan" section! You can see us in print on page 71 and be sure to check out a special Q&A with our Managing Partner, Max Friar, on page 113. #grandrapidsmagazine #mergersandacquisitions #westmichigan #facesofwestmichigan #investmentbanking #businessbrokerage
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