F&I Direct, LLC.’s Post

B Corp businesses are redefining success by excelling in social, environmental and ethical standards. Having recently certified with a high score of 127 (exceeding the qualification score of 80), we are proud to join fellow B Corps in driving a future where business is a true force for good. 🌱 ✅ Commitment to Real Impact: B Corp business go beyond compliance, setting the bar for transparency and positive action. ✅ Customer Loyalty: A values-driven approach builds deep trust and brand advocates. ✅ Benchmark for Best Practices: High-scoring B Corps inspire others to elevate their standards and join the movement for change. #BCorp #PurposeDriven #ImpactBusiness

Last year was tough for everyone. We weren’t immune to that, much to my frustration. However, all of the defining moments in my life have been catalyzed by adversity—and I’ve always been better for it. We lost folks last year due to market pressures. For the first time in my career I had to become a war time CEO; and to be frank it was very uncomfortable. I had to sort out how to marry a human centric view with the realities of running a for profit business. I don’t think I did it right. But, that’s okay. We’re still here. We are stronger, wiser, embattled, and with more data points and an awesome crew. Making this list, even at the tail end, in a down market makes me incredibly proud. We’ve since recovered from our plight, but that doesn’t mean we lose our resolve or vigilance. There will be another down market. I’d argue we’re in one now. But we’re ready for it. Come what may, we will continue to prove that we have the best product engineering people in the market. Our case studies say it, our clients say it with a 90% retention rate and with year long contracts. I’m proud of you 7Factor. Let’s keep building good things!

I can answer any question you may have regarding how the market for your business is now, the best time to sell, and how much you can make! #businessconsultant #financialfreedom #financetips #sellingabusiness #buyabusiness #transworldbusinessadvisors #houston #texas #htx Transworld Business Advisors South and West Texas

𝐌𝐇𝐄𝐃𝐀 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐁𝐮𝐲/𝐒𝐞𝐥𝐥 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 🎙️ Following a successful MHEDA Convention & Exhibitor Showcase, Performance Brokerage Services, Inc. and Morgan Stanley will be co-hosting an exclusive "Guide to Exit Planning for Material Handling & Equipment Dealers" webinar presented by MHEDA! The session will dive into proactive exit planning strategies, equipping attendees with the knowledge to explore all available options. From navigating external third-party sales, to orchestrating seamless internal family transitions, or entrusting your business to a dedicated employee, this webinar provides insights into succession planning specifically tailored for material handling and equipment dealers. 𝐀𝐭𝐭𝐞𝐧𝐝𝐞𝐞𝐬 𝐰𝐢𝐥𝐥 𝐥𝐞𝐚𝐫𝐧: ✅Determining the best exit and succession plan for you. ✅Understanding the legal, financial, and tax implications of each option. ✅Ensuring proper execution of key documents throughout the transaction. ✅Identifying opportunities and pitfalls principals should be mindful of. Register through MHEDA below, https://lnkd.in/eDnjXKiC

Thanks for the insights Paul Hodkinson Key players like Kirkland & Ellis saw a 73% revenue increase by addressing market opportunities, while Yingke, Willkie Farr, and Holland & Knight also surged. Meanwhile, firms like Shearman & Sterling and Weil Gotshal lagged, unable to match the Global 200’s 31% growth due to missed opportunities in scaling and competing globally. Successful firms prioritized global strategies, expanded client bases, and diverse practices to close performance gaps, while slower firms struggled to adapt. https://lnkd.in/eJKqb4Pe

𝐌𝐇𝐄𝐃𝐀 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐁𝐮𝐲/𝐒𝐞𝐥𝐥 𝐖𝐞𝐛𝐢𝐧𝐚𝐫 🎙️ Following a successful MHEDA Convention & Exhibitor Showcase, Performance Brokerage Services, Inc. and Morgan Stanley will be co-hosting an exclusive "Guide to Exit Planning for Material Handling & Equipment Dealers" webinar presented by MHEDA! The session will dive into proactive exit planning strategies, equipping attendees with the knowledge to explore all available options. From navigating external third-party sales, to orchestrating seamless internal family transitions, or entrusting your business to a dedicated employee, this webinar provides insights into succession planning specifically tailored for material handling and equipment dealers. 𝐀𝐭𝐭𝐞𝐧𝐝𝐞𝐞𝐬 𝐰𝐢𝐥𝐥 𝐥𝐞𝐚𝐫𝐧: ✅Determining the best exit and succession plan for you. ✅Understanding the legal, financial, and tax implications of each option. ✅Ensuring proper execution of key documents throughout the transaction. ✅Identifying opportunities and pitfalls principals should be mindful of. Register through MHEDA below, https://lnkd.in/eDnjXKiC

George Bucur's recent video from MarshBerry delves into the fascinating realm of valuations for specialty insurance organizations, shedding light on some thought-provoking trends. Here's what caught our attention: Upward Trajectory: Valuation multiples for MGAs and program administrators are on a clear upward trajectory. This indicates a growing recognition of the unique value these entities bring to the table. Premium Performance: It's not just about being good; it's about being exceptional. "Top performers" who excel in talent, technology, and assets are reaping the rewards with multiples exceeding 20x, far surpassing the median of 14x. At Joshu, we're passionate about empowering insurance professionals to thrive in today's dynamic landscape. With our platform, you can launch your next insurance product in just 3 months, ensuring you're poised to capture this evolving value. Dive deeper into the discussion by watching the video here: https://lnkd.in/geFimHUX #futureofinsurance #insurance #buildwithjoshu #underwriting #valuation

𝗡𝗲𝘄 𝗠𝗶𝗹𝗲𝘀𝘁𝗼𝗻𝗲 𝗶𝗻 𝗪𝗶𝗻-𝗪𝗶𝗻 𝗣𝗮𝗿𝘁𝗻𝗲𝗿𝘀𝗵𝗶𝗽 It’s a pleasure to share an exciting milestone in our strategic partnership with Chubb. This product development journey began back in January, and I’d like to take a moment to express my gratitude to Keng H., Eric Kwan, Jerry Ng and Team Chubb for your collaboration and unwavering support. There are three key aspects that make this partnership and our co-branded product stand out: 1️⃣ 𝗦𝘁𝗿𝗼𝗻𝗴 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻: The foundation of this product lies in the strength of our partnership with Chubb. Together, we’ve worked hand-in-hand for months to develop a solution that not only meets our clients’ needs but also reflects the trust and synergy between both organizations. Chubb’s willingness to co-create with us is a testament to our shared values and mutual respect. 2️⃣ 𝗔 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗮𝗻𝗱 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 𝗢𝗳𝗳𝗲𝗿𝗶𝗻𝗴: We’ve ensured that it has competitive features and pricing, while also focusing on sustainability for the long term. It’s built to provide value now and into the future. 3️⃣ 𝗟𝗲𝘃𝗲𝗿𝗮𝗴𝗶𝗻𝗴 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝘁𝗼 𝗣𝗲𝗻𝗲𝘁𝗿𝗮𝘁𝗲 𝘁𝗵𝗲 𝗠𝗮𝗿𝗸𝗲𝘁: It’s not just about the product itself, but also how we empower our consultants to penetrate the market effectively. By integrating #technology into our strategy, we’re providing the tools needed to reach clients more efficiently and deliver an even better service experience. As we move forward, I’m confident that this co-branded product will be a great success—thanks to the principles of #collaboration, #value, and #innovation at its core. Let’s continue striving for excellence together! #Tangnology #ChooseIndependent #Partnerships #CCApture #Innovation #Growth Vincent Ee Hock Beng Kenny EDMOND GOH Lily Fung Mithun J Malani Gary Lim Hock Seng Jacqueline koh Faith Lim Maximilian Tung Joey Wu Isabelle Yixun Ding, 丁翊洵, CFP Hiral Kakaiya Olivia Tham Sissi Goh, ChFC, CLU, TEP Tiffany Tay Salmah Ismail Christina Ang (AEPP, AWP, MDRT) Tan Siak Lim CFP MBA TEA ENG PENG Alvin Low Wai Seng

"🌟 Client Spotlight: Rave Reviews for GFE Group! 🌟 Our valued clients share their experiences, and we couldn't be more grateful for their feedback! Discover why GFE Group is their trusted partner in success. #ClientLove #GFEGroup #TrustedPartners #ClientReviews"

As interest continues in our brokerage model, our Chairman and CEO George Azar gives an insight to Joshua Oliver from the Financial Times. Our model is about a shared passion for delivering excellence - across teamwork, industry expertise, service standards and results for our clients - combined with a marketing powerhouse global brand. This is just the beginning... #nothingcompares #nothingcomparestowhatsnext