Robert Barbieri

Cost Of Capital Professional provides valuation practitioners with an independent, economical, and transparent platform that empowers users to make professional judgments while avoiding the illusion of precision from overcomplicated mathematics. https://ow.ly/zH3e50RggRy

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Our latest article summarizes key insights from VMG Health Director Lukas Recio, CPA's recent appearance on the Becker Private Equity and Business Podcast. In the episode, Lukas discussed the surge in private equity acquisitions in physician practices and covered: - The 600% increase in acquisitions from 2012 to 2022 - Pandemic-driven deal activity - Challenges from inflation and regulatory scrutiny - Strategic considerations for private equity partnerships For a comprehensive overview, read the full article in the link below. https://lnkd.in/gs7hVi53 Written by Christa Shephard #privateequity #healthcare #healthcareinvestments #industryinsights

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Do you have a clear and robust exit plan? In the first of a series of articles—outlining the journey towards business owner liquidity—Glenn Bowman sets the stage and offers some preliminary insight for entrepreneurs looking to sell their business. Learn more: https://okt.to/qfOR9l

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Recently, Daniel Mannix, CFA®, Senior Portfolio Manager here at ProVise, was featured on WTAN's radio show, 'The Voice of Reason', discussing various topics, including the best time to invest. As Daniel shares, “the most important ally you have is time,” and one way you can maximize wealth in retirement is to make the most of your runway on your way there. You can listen to the full interview here: https://lnkd.in/gVe8vRHY #Investing #RetirementPlanning

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FOCAL POINT | Eight concerns for most Chief Financial Officers + helpful support elements to overcome the barrage of challenges. #CFO #ChiefFinancialOfficer #PrivateEquity #PrivateEquityCompanies #FoodandBeverage #Manufacturing #Aerospace #BusinessServices #ConsumerProducts #OperationalExcellence #ContinuousImprovement #ValueCreation #ManagementConsulting #EBITDA

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In the latest Middle Market Growth Conversations Podcast, Stout's Rudi Moreno explores the impact of longer holding periods for private equity buyouts on value creation. Listen to it here or wherever you listen to podcasts: https://bit.ly/3VQF161 #MiddleMarket #Growth #Conversations #Podcast #PrivateEquity #InvestmentBanking #Deals #Dealmakers #Dealmaking

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In the latest Middle Market Growth Conversations Podcast, Stout's Rudi Moreno explores the impact of longer holding periods for private equity buyouts on value creation. Listen to it here or wherever you listen to podcasts: https://bit.ly/3VQF161 #MiddleMarket #Growth #Conversations #Podcast #PrivateEquity #InvestmentBanking #Deals #Dealmakers #Dealmaking

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🎙️ Podcast Alert! ACG Chicago member, Rudi Moreno, Managing Director of Stout, dives deep into the evolving landscape of private equity buyouts and extended holding periods on Middle Market Growth Conversations.   Holding periods in PE are growing longer, sparking discussions on new strategies for value creation.  Tune in as Rudi shares insights on the impact of extended holds and what it means for growth initiatives.   #ACGChicago #MiddleMarket #PrivateEquity Association for Corporate Growth (ACG)

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Value creation is the name of the game. On the Financial Innovations Podcast hosted by Daniel Villani, James Williams, Co-Founder of Next Level Financial, reveals how a CFO should be a value creator, not just a number cruncher. James is redefining the role, emphasizing the importance of capital allocation and value creation. Don't miss this episode for real business growth here https://lnkd.in/e_icHE5y #CFOInsights #CFORedefined #ValueCreation #StrategicFinance #BusinessGrowth #StrategicFinance

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See how Private Equity Primer steals back time in its Productivity in OneNote for FDD Professionals Webinar on July 24th at 12PM Eastern. Follow the link to register. #financialduediligence #transactionadvisoryservices

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In this episode, we dive deep into the pivotal role CFOs play in preparing private equity-backed Field Service platforms for acquisition. Special guest Jeff Johnson, a seasoned CFO, shares insights from his journey, highlighting the critical first 90 days for a new CFO and shedding light on the challenges of acquisitions, including synergies and the people capital. Tune in to learn about the evolving playbook for M&A in the Field Services industry, the intricacies of pre- and post-acquisition strategies, and how to drive growth while maintaining the essence of the acquired company. Watch the full episode here ➡ https://lnkd.in/ghKAttrU —— For everything M&A in the Trades, follow us on other platforms so you don't miss out: Spotify ▶ https://lnkd.in/gjEpM_Nf Youtube ▶ https://lnkd.in/gSZS7-Re

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What is behind the revolving door of CFOs in mid-market Private Equity? Private Equity (PE)-backed companies have a high churn rate of Chief Financial Officers (CFOs); this is not something that we see with other C-suite roles in the private equity space, so why should it be the case for CFOs? Marcus Shah, Head of Private Equity at Eton Bridge Partners, spoke to a number of Operating Partners and Investment Directors within mid-market PE firms to investigate... #CFO #ChiefFinanceOfficer #PrivateEquity #PEfund #InterimManagement #ExecutiveSearch #Consulting

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📈 Join us on May 30th at 3:00 PM (ET) for an exclusive 30-minute webinar sponsored by MultiFunding, in partnership with Reliant Business Valuation. Dive into the world of Income Statement Analysis for Business Valuations with Robert leading the way. 💼💰 Register now: https://bit.ly/44PAlQw #BusinessValuations #Valuations #incomestatement #incomestatementanalysis #Webinar

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InvestorCOM Inc. is hosting an in-depth webinar series focused entirely on helping you understand the new DOL Rule and its impact on your practice. Join the first webinar led by industry leaders Tom Selman, CFA, Carol McClarnon, Issa Hanna, Parham Nasseri, CFA, and Randy Barnes. 🕐 Time: 11 am PT / 2 pm ET 📅 Date: May 9 🔗 Register today: https://lnkd.in/g4vyRHHZ What you'll gain: 🔹 Regulation Overview: Analyze the updates made to PTE 2020-02 and the newly published Retirement Security Rule, PTE 84-24 🔹 Insider Knowledge: Hear from the industry's foremost experts about what is expected of firms by the September deadline 🔹 Practical Solutions: Learn the best, most cost-effective technology solutions to swiftly and easily meet the new standards

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How does REAG support the CEPA and their clients through M&A? At REAG, we understand the crucial role Certified Exit Planning Advisors (CEPAs) play in the business ecosystem, especially when it comes to facilitating smooth and profitable business transitions. REAG supports CEPAs with essential expertise to clarify strategies, ensure informed decision-making and deliver successful outcomes throughout the exit planning process. Learn more: https://lnkd.in/gz6aism3 #entrepreneur #REAG #mergers #business #acquisitions #lowermiddlemarket #investmentbank

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How is restructuring implemented within your company? TAP Financial Partners, Ltd.’s Restructuring Resources Group specializes in operational turnarounds for distressed businesses and has created a free ebook for business leaders wanting to drive change. Download your free copy here: https://lnkd.in/guU24SYw #ebook #restructuring #smallbusiness

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In the realm of exit planning, transferable value is crucial for MMA’s members as it represents the true worth of a business beyond tangible assets and financial metrics. This concept, as highlighted by MMA's business succession planning partner Prometis Partners Inc. https://bit.ly/4feUlB0, encompasses intangible assets such as brand reputation, intellectual property, customer relationships and operational efficiency; all of which contribute to a business’ attractiveness to potential buyers or successors. #MiManufacturers #mmapartnerprometis Take the next step towards a successful future for your business and learn more about Prometis Partners Inc. https://bit.ly/4feUlB0 business succession planning services today.

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FASB reaches tentative board decisions related to derivatives, hedging and interim reporting disclosure requirements in its board meeting held Wednesday, April 10, 2024 The FASB provided a summary of tentative board decisions that were reached in their board meeting held Wednesday, April 10, 2024. The FASB’s tentative decisions relate to Topic 815-Derivatives Scope Refinements, Topic 815-Hedge Accounting Improvements, and Interim Reporting-Narrow Scope Improvements. Following discussions over Topic 815-Derivaties Scope Refinements, the Board asked staff to begin drafting a proposed Accounting Standards Update based on the tentative decisions reached related to predominant characteristics assessment in Topic 815, Derivatives and Hedging, and the interaction between Topic 606, Revenue from Contracts with Customers, and other Topics related to the accounting for the grantee of a share-based payment in a contract with a customer.  A summary of the tentative decisions can be found here: https://lnkd.in/evrGDCYq

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