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The ClientWise Blog
M&A Considerations Part 2 - When the Seller is Staying
One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...
M&A Considerations Part I - When the Seller is Leaving
One of the critical factors you’ll need to consider as a buyer is whether you’re acquiring the business with the intent of having the acquiree exit the practice, or...Happy Holidays! 2021
From our family to yours, we would like to wish you a Happy Holidays and a very Happy New Year! In this season of giving, we are most grateful for that which you give to...
Veterans Day 2021
Today, ClientWise celebrates and graciously thanks all of the men and women who have served in the United States Military.
How Good Teams Fall Apart
It’s rarely a cataclysmic event. Far more often, it’s a slow, cumulative effect – the impact of small, insidious behaviors that in and of themselves seem relatively...
Transfers of Trust
Whether in the context of the work we do with advisory firms looking to merge, or building structures to facilitate the move of clients from a founder to a next...
Quick Start For A New Year Ahead
We all have a vision of our future business. Too often, however, that vision is solely focused on some relatively far-off (5, 10, or even 20 year) end date. Don’t get me...
Scale Your Business More Effectively
Capacity and Productivity. Any advisory firm that’s serious about meaningful and sustainable growth must learn how to better control those two critical financial...
10 Essential Drivers of Enterprise Value
One of the biggest challenges for any thriving advisory firm is finding time (beyond day-to-day operations) to plan and execute on the activities which will most...
5 Critical Keys to Effective Compensation Planning
Ask any consultant who works on compensation in the financial services industry and they’ll probably tell you that retaining Human Capital should be the #1 cause of...
Happy Holidays! 2020
On behalf of the entire ClientWise team, we would like to wish you Happy Holidays from our family to yours! In this season of giving, we are most grateful for that which...
Give in the Time of Corona
First off, my sincerest apology to author Gabriel Garcìa Màrquez for butchering the title of his remarkable novel Love in the Time of Cholera just to come up with a...
The time to repair the roof…
…is when the sun is shining. That was the clarion call of JFK in his 1962 State of the Union address – a challenge to the nation to use current times of prosperity to...
Giving thanks by giving back 11/25/2020
To say that 2020 has been a challenging year could perhaps be the greatest understatement of all time. It’s honestly been a year of unimaginable struggle. The loss of...