Oana Labes, MBA, CPA

"Doubling Profitability?" Yeah. A decade-long partnership. A bold strategy shift. One powerful outcome. See how one advisory business worked with FP Transitions to implement a next-gen succession plan, restructure compensation, and build a multi-owner model resulting in a 151% increase in profitability over five years. 📈 EBOC grew from $368K to over $925K 👥 Multi-owner structure fueled client growth and talent retention 🔑 Strategic planning turned succession into a growth catalyst Read the full story 👉https://hubs.ly/Q03qJfJR0 #FPInsights #SuccessionPlanning #RIAgrowth #NextGenAdvisors #BusinessStrategy #Advisors #FPTransitions

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“24-7 trading is not the killer use case.” In this episode of "On the Road" with Nick Ducoff: Mike Cagney, co-founder of Figure, discusses the intricacies of taking a company public, the challenges faced in the IPO process, and the strategic importance of Solana for future applications, particularly tokenization and yield. Spotify: https://lnkd.in/ecTRkmFr Apple: https://lnkd.in/ec3G_T5E

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FPA Summit | San Jose 2026 From data to decisions: Redefine the modern FP&A function. Join the FP&A pros redefining intelligent operations with AI-equipped teams, agile reporting, and decision-ready analytics. Walk away with practical strategies to accelerate growth and amplify your strategic impact.

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Checking your bank balance isn't a strategy—it's reactive. Stop hesitating on hires and panicking over churn. Get the financial roadmap to scale your agency with clarity: True growth requires a shift from hindsight to foresight. We’ve put together The Ultimate Guide to Financial Forecasting for Marketing Agencies to help you: ✅ Predict Revenue: Stop wondering what next quarter looks like. ✅ Plan Expenses: Know exactly when you can afford that next key hire. ✅ Protect Profit: Ensure growth actually hits your bottom line, not just your top line. Stop reacting to your bank balance. Start leading with a plan. 🚀 Learn to forecast your agency's future with our free financial guide. 👉 Download the free guide here: https://champ.ly/7dfOS-ZZ

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Investor-Ready, Exit-Ready: A Fractional Executive Playbook for a Confident Close This playbook details how fractional CFOs enhance investor readiness and strategic exits through financial clarity, KPI dashboards, quality earnings prep, due diligence, operational efficiency, succession planning, and optimized SaaS metrics....

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Behind the Numbers Watch the Masters Explain the Game 🎬 Financial results aren't just spreadsheets—they're stories. Deep Dive Presentations from seat11a let you hear directly from CEOs, CFOs, and IR leaders as they decode their company's strategy, market positioning, and growth trajectory. No intermediaries. No delays. Just pure insight straight from the top. What questions should you ask before investing? 1. What's driving growth beyond this quarter's numbers? 2. How is the company navigating market uncertainties ahead? 3. What competitive advantages are invisible in earnings reports? 🎥 Ready to invest smarter? Watch curated Financial Results Presentations from publicly listed companies. 🔍 👉 https://lnkd.in/gYAghF5C #InvestorRelations #EarningsCall #FinancialInsights #StockMarket #CEOInsights 📲 Follow seat11a: 🔗 Website: https://seat11a.com 📢 LinkedIn: https://lnkd.in/gfPR9PKF 🐦 Twitter: https://x.com/seat11a_com 🎧 Spotify: https://lnkd.in/g_Sn2MRs T&C:  http://seat11a.com/legal/

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Ready to make your agency’s finances a growth engine—not a headache? From cash flow strategies to tax optimization and risk management, our latest guide breaks down how agencies can streamline financial ops, boost profitability, and scale with confidence. Discover real-world examples, best practices, and tech tips to help you save time, cut costs, and build lasting client trust. Read the full guide: https://lnkd.in/gSGJMiyy #AgencyGrowth #FinancialOps #Profitability #DigitalAgencies †Holdings is a financial technology company and is not a bank. Banking services are provided by i3 Bank, Member FDIC. The Holdings Visa Debit Card is issued by i3 Bank pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. No account or domestic transaction fees. Some foreign transaction fees may apply in limited circumstances. Annual Percentage Yield (APY) is variable and subject to change after account opening. Rate is compounded monthly and credited monthly. Deposits are insured up to $3 million through a combination of i3 Bank, Member FDIC, and additional program banks.

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Bank data shouldn’t require manual downloads, formatting, and re-uploads every time you need it. With Amalgam, you can batch download bank transactions directly from Plaid and sync them into QuickBooks Online, Xero, or NetSuite in just a few clicks. This workflow makes it easier to: • Pull bank data instantly • Adjust or align transactions in bulk • Keep financial records clean and up to date In this short video, Joe walks through the process step by step. 🎥 Watch the walkthrough here: https://lnkd.in/eTSS3WDX

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