Will expand on Optimizing Family Office Collaboration on Investments and Philanthropies - with a CIO Council, global open architecture community, wide funnel but disciplined execution, partnering with lead investors (typically top-tier fund managers), partnering with innovative philanthropies, curating relationships, m

How is M&A changing Common mistakes made in M&A Best practices in M&A

The Office of Financial Regulation (OFR) is the primary regulator of the state-chartered and licensed financial services industries in Florida. We have proposed legislation, HB 779 and SB 1880 - Offers and Sales of Securities, to reform the Florida Securities and Investor Protection Act (Chapter 517, Florida Statutes)

Acquisition Entrepreneur Consulting for Equity Deal Flow, Prospecting, M&A, Mindset Dealmaker vs Buyer

Investors can benefit from knowing where they stand in the cycles of history and economics. Nathan Lewis has written four books of monetary and economic history, exploring the ways in which societies get into trouble, and also, how they can enjoy periods of enormous success.

How to Exit RichA formidable force in her industry, Michelle closes 98% of all offers she writes and, on average, obtains a 20 to 40% higher selling price for her clients. Her remarkable track record proves her persistence and dedication to creating win-win situations for both her buyers and sellers. Michelle is also t