Aldrich’s Post

It was great to learn more about Aldrich's Valuation Services during this month's All Hands! #AldrichAdvisors #businessvaluations #monthlybroadcast

It was great to learn more about Aldrich's Valuation Services during this month's All Hands! #AldrichAdvisors #businessvaluations #monthlybroadcast

What makes the ECIVDA team so special & unique? Here’s a sneak look into some of that answer as ECIVDA Partner & Chief Investment Officer Corey Butler replies with his thoughts. The ECIVDA partners recently did a video shoot with Hot Shoe Productions to give a broader insight into our team, our culture and our work. Stay tuned for more. #ECIVDA #ThinkForward #mindandmoneypodcast #planningrighttoleft #ottawabusiness #financialadvisors

🔁 Webinar Replay: Implications of The New York Times Investigation into Out-of-Network Services We had an insightful session with Ryan Ellison, Wakefield's VP of Out-of-Network Services, and Matt Lavin, AGG Healthcare Litigation Partner. They delved into The New York Times’ recent investigation🔎 into companies like MultiPlan and their practices with major commercial payors such as UnitedHealthcare, Aetna, and Cigna. The investigation uncovered incentives designed to reduce reimbursements for out-of-network providers, leading to higher patient costs. Ryan and Matt discussed the implications of these findings and how they might directly affect you. Learn actionable strategies to protect yourself from potential exploitation and effectively minimize its impact on your organization. Watch the replay to stay informed and prepared. #Healthcare #Insurance #Webinar #HealthcareLitigation

Last Friday, I had the honor of being interviewed by Marcus Almerud at Carnegie, where we explored Bergman & Beving's quarterly report and strategic journey. Marcus shared his perspective, stating he believes we are "positioned for profitable growth." This discussion shed light on our strategic initiatives, particularly our focus on judicious capital allocation and the visible improvements in our financial figures. Marcus's added a valuable dimension to our conversation, affirming our commitment to driving sustainable growth and value creation. #StrategicGrowth #CapitalAllocation #FinancialPerformancee #BusinessGrowth #StrategicPlanning #InterviewExperience #penseraccess #carnegie

We love of our clients...and the feeling is mutual! 💫Check out what Steve Garfinkel, CEO, Garfinkel & Associates had to say about working with us. Ready to get walking? We can help.👇Click the link in the comments. #accountingsolutions #accountingoutsourcing #CFOservices #FractionalCFO

Top 5 M&A mistakes and how to avoid them – 2 minutes with Elle Berrett ⏰ Elle Berrett, Corporate & Commercial Partner, highlights the top 5 mistakes that happen in M&A and how to overcome them. To find out more about Elle and her practice, click here:https://bit.ly/3RWFBxt

Rob Finlay, CPM®, Founder and CEO of Thirty Capital and WSJ best-selling author of ‘Beyond The Building’, was recently featured on the Walker Webcast, hosted by Willy Walker of Walker & Dunlop. They discussed the power of being data-driven and innovative, understanding and engaging your consumer, and how to create alpha in your organization. Read more for a recap of the conversation: https://ow.ly/yFpM50QznlA #CRE #walkerwebcast #businessintelligence #walkeranddunlop #assetmanagement

Chief Executive Officer of Atticus, Valerie Peterson, while interviewed by Krause Financial Services, shared the four growth pillars when it comes to building and managing a successful practice: time management, building a great team, cash flow & profitability, and marketing. We challenge attorneys, using these cornerstones, to help take them to another level. Click here to read more about Atticus and how we can help you with building a great practice and a great life: https://bit.ly/45qsuIp

We are proud to highlight Urs Vrijhof-Droese today in our series, showcasing the motivations driving our exceptional employees in their journey into wealth management. If you would like to learn more about Urs's journey, head over to our website's Insight tab to dive deep into his motivations. Keep your eyes out for more insights into the passionate individuals on our team over the coming weeks! #FinancialServices #EmployeeSpotlight #WealthManagement