Cypress Financial Consultants, LLC’s Post

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here --> https://bit.ly/4bqCHHd

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here --> https://bit.ly/3xF4plT

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here--> https://bit.ly/3W3hWNy

Congratulations Alex Henn, "Top 100 Advisors to Watch 2024"! These advisors all oversee over $1 billion in assets and had the best overall combined score for quality of practice, growth and professionalism. AdvisorHub ranked advisors based on the scale of their business, including size of assets, growth of their practice year-over-year, and professionalism, including the advisor's regulatory record, community involvement and mentorship. Alexander Henn is ranked #93 in the country on the AdvisorHub Advisors to Watch Top 100 (over $1 billion) list for 2024. Read the full article here

“Unlock the Power of Expert Insights with BoardSWAP” In today's fast-paced business environment, surrounding your company with outside perspectives from seasoned experts is crucial. Key business decisions can either make or break your success, especially during these unpredictable times. Consider the flexibility of a BoardSWAP Advisory Board, where you can "swap out" advisors as your priorities change. Why Choose BoardSWAP? - Expert Guidance: Access advisors who have successfully solved problems like yours. - Flexibility: Easily adjust your advisory team to match your evolving business needs. - Cost-Effective: Avoid the high costs of consultants and executive hires. - Complimentary Concierge Service: Our Advisor Concierge Service helps you find the right experts for your specific challenges. Key Benefits of a Formalized Advisory Board* - Structure and Discipline: Ensure effective governance and strategic planning. - Clarity of Scope: Define clear roles and responsibilities. - Independence: Receive unbiased, objective advice. -Fit-for-Purpose Advisors: Select advisors with the specific skills and experience you need. -ROI Measurement: Regularly assess the impact and value of your Advisory Board. Don't let a limited budget hold you back. With BoardSWAP, you have the flexibility and resources to navigate any business challenge. Reach out today to learn how our services can drive your company forward or visit us in Booth #700 at ChannelCon, July 30 - Aug1st in Atlanta! https://lnkd.in/ejXr2X8U * Advisory Board Centre #AdvisoryBoardsAsAService #FormalizedAdvisoryBoards #AdvisorConciergeService #CertifiedChairs

We are thrilled to be the latest REGIS-TR partner added to their network. Read the full article here and reach out to us today for all your regulatory reporting needs - https://lnkd.in/e2tsvux7 #regulatoryreporting #partnership

It's a wrap at PEI's Operating Partners Forum Europe in London. It was fantastic to reconnect with old friends and meet new faces in the European private equity ecosystem. I gained valuable insights into the latest trends in value creation and participated in engaging debates. I also had the privilege of speaking on two panels. In my first panel, "Pulling SaaS Commercial Levers to Scale Up Post a Period of Depressed Growth," with Michael Belkin and Tom van Dael, we explored the future of SaaS pricing models for AI-powered solutions. My second panel, "Navigating the Commercial Private Equity Value Creation Journey: Strategies for Success," hosted by OC&C Strategy Consultants Tom Gladstone with Philip Carrivick and Lewis Bantin, focused on growth strategies, stakeholders' early alignment, and the crucial role of operating partners. One highlight was the session "From Boom to Bust: Transforming Your Business and Creating Value Across Functions While Being Cash Restrained" with Nick Eichorn, Paul-Louis Andres, Leo Scanavino, Peter Roos, and Jamal Ismayilov. Key takeaway: when the tide goes down, you see who’s naked, and tough times require bold risks. I enjoyed conversations with Christian Trümpler, Dr. Marc P. Bielitza, Brendan Tobin, Jennifer Fountain, Louis Saund, Ralph Friedwagner, Clive De Silva, Lise Ferrier, Streisan Bevan, Jan-Paul Boos, Mark D. Spiteri, Claudio Crivelli, Anastasya Molodykh, Greg Harwood, and Catherine Brien. Thanks to the teams from Zuora (John Phillips), OC&C Strategy Consultants (Tom Gladstone), and PEI (Tim Sanders, Lawrence Dvorchik, Charles Gould, Marc Mele, Caitriona O'Connor and Kitty Watson). And thanks to Avalon Lee-Bacon Dawn Capital. #privateequity, #operatingpartner, #valuecreation, #pei, #PEIOperatingPartnersForum #knowledgesharing, #Gotomarket #CRO #SalesTransformation #dawncapital #SaaS #GrowthStrategies

𝐁𝐞𝐜𝐨𝐦𝐞 𝐚 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐠𝐧𝐞𝐭—𝐀𝐭𝐭𝐫𝐚𝐜𝐭 𝐇𝐢𝐠𝐡-𝐍𝐞𝐭-𝐖𝐨𝐫𝐭𝐡 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐞 ✓ Discover why only half of clients rate their advisors as excellent and how you can break into the top tier. ✓ Learn the key to understanding what's essential to high-net-worth clients and their families. ✓ Uncover the comprehensive wealth management strategy to set you apart and attract high-net-worth clients. https://lnkd.in/ebiVWdMR

🌱📊 Is your Business Compliant? At Wylde Connections, we grasp the intricate challenges and opportunities faced by companies endeavoring to transform into sustainable entities. Explore our tailored suite of sustainability solutions meticulously crafted to suit your unique needs. Whether you're a corporate giant or a budding startup, a service-centric enterprise or a product-driven business, we're committed to delivering unparalleled experiences with solutions perfectly aligned with your sustainability aspirations: https://lnkd.in/gsHrWNez 🌿 Sustainability Strategy Kickstarter Ideal for businesses with limited resources and/or budgets, including startups and micro-businesses, seeking practical and strategic support from a Trusted Sustainability Partner. Benefits to Business: - Demonstrate ESG credentials through a comprehensive sustainability-focused business review. - Develop an Internal Sustainability Strategy Blueprint with a detailed Action Plan. - Create a tactical Stakeholder Engagement Strategy. 🌍 Sustainability Strategy Complete Suite Ideal for established businesses ready to fully integrate sustainability into their operations, aiming to deepen their commitment to sustainability. Benefits to Business: - Strategic Sustainability Integration: Embed sustainability deep within business operations, aligning with existing practices and goals. - Enhanced Business Opportunities: Tap into new markets and customer segments prioritizing environmental responsibility. - Stakeholder Engagement: Enhance transparency and engagement with customers and stakeholders, bolstering reputation and trust. 🔄 Sustainability as a Service Ideal for businesses seeking a comprehensive and adaptable approach to sustainability, with options for tailored strategy support and staff sustainability awareness training. Benefits to Business: - Comprehensive program with options for tailored strategy support and staff sustainability awareness training. - Spread the cost over 12 months for budget flexibility. Not sure what any of this means? Try our free Wylde Academy Courses 'The Bigger Picture of Sustainability' that covers key Sustainability Principles and frameworks to boost your knowledge: https://lnkd.in/e7WjN3TB 💼✨ #Sustainability #ESG #NetZero #WyldeConnections

Last week The Flamingo Project celebrated 7 years in business 🎉 and we can't imagine a better gift back to our supporters than the results from our A/E/C Company Growth Report! If you haven't already received these results that will help you understand what factors have impacted firms' 2024 growth, and what experts expect to affect growth in 2025, tap here 👇 to sign up for our webinar this fall. https://loom.ly/xaSYZYU #growth #aec #aecmarketing #businessgrowth