LIMESTONE Strategic Partners @LimestoneSP
Embedded Strategic Finance Partners — Raise Capital | Scale & Acquire | Optimize Value | Exit Smart — investor-grade clarity, sleeves-rolled-up execution. limestonesp.com Indianapolis, IN Joined July 2024-
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In this week's Blueprint Bolt out now: - RIA valuation drivers and future trends - 75% of advisors to go fee-based by 2026 - Sponsor-backed RIA platforms hit 50 in 2024 - Allianz exec launches advanced planning firm - Bleakley shifts 80% of AUM to equity model - Fruitful’s…
What’s driving RIA valuations—and where’s the potential squeeze hitting? linkedin.com/pulse/ria-ente…
In today’s Blueprint Bolt: - Reframing the CFO role as a growth engine - Blackstone’s RIA investment play - Pershing’s new RIA referral program - Edward Jones’ HNW client model - Kitces’ 1+2 advisor team sweet spot - G2 succession strategies unveiled - Building an EVP to attract…
Most RIAs aren’t tapping their finance teams like other industries are, even though tech’s handing us the data to push the business forward. Too few are using it. In our latest @bldngiconicrias article, we dig into how flipping finance from a cost center to a value driver…
In today’s Blueprint Bolt weekly newsletter: - How EOS transforms RIAs into enterprises - LPL’s $4B capital raise for growth - CFP Board’s AI ethics checklist - T3 Tech Conference updates - Debunking the Great Wealth Transfer hype - Credent’s team-based, no-PE model - Rethinking…
Welcome to 𝘉𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘐𝘤𝘰𝘯𝘪𝘤 𝘙𝘐𝘈𝘴, your hub for insights, news, and strategies in the business of wealth. We’re here to help RIA owners and leaders grow and scale at every stage, from practice to enterprise. Our mission is to equip you with ideas to build boldly,…
LIMESTONE Strategic Partners: We transform RIAs into enterprises with Blueprint Intensives for planning & Fractional Accelerators for execution. Helping boutique RIAs scale as Fractional Strategic CFOs, Operating Partners, & more. limestonesp.com #RIAGrowthValueCreation
Latest Article Below: linkedin.com/pulse/strategi… In this issue, we explore how a proactive, team-aligned strategic planning approach—anchored in accountability and leadership—sets you up for high-impact execution and is more than just an internal exercise. Your strategic plan…
Follow our Weekly Newsletter here on Linkedin: linkedin.com/newsletters/72…
"Strategy without execution is aimless. Execution without strategy is useless." – Morris Chang nailed it with this one. You can have the sharpest game plan in the world, but if you’re not following through, it’s just words on a page. And if you’re hustling hard without a real…
For growing, up-and-coming firms, hiring separate or full-time leadership roles isn’t always practical. At LIMESTONE, we take a fractional, hands-on approach as 𝘆𝗼𝘂𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗚𝗿𝗼𝘄𝘁𝗵 𝗣𝗮𝗿𝘁𝗻𝗲𝗿, managing financial strategy, strategic planning, and growth…
𝗪𝗵𝗮𝘁’𝘀 𝗬𝗼𝘂𝗿 𝗥𝗜𝗔'𝘀 𝗧𝗿𝘂𝗲 𝗢𝗿𝗴𝗮𝗻𝗶𝗰 𝗚𝗿𝗼𝘄𝘁𝗵 𝗥𝗮𝘁𝗲? Simply put, organic growth is the measure of how much a practice grows or shrinks independent of market performance. When measuring growth in AUM, organic growth refers to new assets from existing and…
You’re running a growing firm, trying to stay on top of everything from client relationships to business development to back office duties, all while making strategic decisions for the future. You know you need financial expertise support, but a one-size-fits-all “Fractional CFO”…
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