One of the key challenges created by the seismic economic shifting we've experienced over the past year lies in the confidence we can have in the valuation of private-company assets. The absence of consistency or constants ...READ»
I recently read with great interest the “ILPA Private Equity Principles” which is an excellent guide to best practices developed by the Institutional Limited Partners Association (www.ilpa.org). One of the first key ...READ»
When there’s a lot at stake, expectations run high. It’s too easy to hurt or kill a relationship with a Private Equity client by just confusing your facts, or not having the latest and greatest information at your fingertips. ...READ»
Financial Services companies don’t sell “stuff.” But when you look for a CRM (Client Relationship Management) system most of them are only designed for companies that do. The needs of a financial services company, especially ...READ»
Some are too small, some are too big and some are just right. Here’s a tip on how to choose a Microsoft Dynamics GP partner or VAR - make sure you ask 2 questions about size:
1) What size companies do you typically work with as clients?
2) What size organization are you?
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