Many CEOs have asked me if I felt an investment banker adds value if the buyer has already been identified. How investment bankers behave Investment bankers sometimes slow the process by requiring a cloud-based “data room” and “deal book” to be prepared containing considerable information about a company to help a buyer. Deal books are expensive […]
Investment
How To Save Cash Like An Investor Before You Start Investing
Watching the balance on your savings account climb higher and higher is undeniably a deeply satisfying feeling, but there absolutely is such a thing as “having too much cash.” Piling stacks on stacks might feel great, but letting too much of your money sit there and gather dust is almost never the best strategy — […]
10 Things to Know Before Buying Investment Property
Buying an investment property can be a very lucrative business. There are numerous examples of people making significant gains and profits through a real estate portfolio. But it can also be a highly risky use of your money. And regardless of the size or type of property, your plan to invest in it will almost […]
Don’t Ignore These 2 Key Investment Choices for Your Small Business
Small businesses are being forced to make a number of difficult investment choices in order to survive the tumultuous changes brought about by the digital revolution. Entrepreneurs are finding some of these investment choices easier to wrap their heads around than others, however, while other business owners are allowing important opportunities to slip by without […]
Small Biz Optimism: 2 Important Questions for Your Management
I have two questions for you today: Are you investing in capital improvements? Are you sweetening the pot to attract good candidates? If you aren’t taking those steps, you can be pretty sure your competitors are. The May 2018 NFIB Small Business Optimism Index survey reports that 67 percent of small businesses are making capital outlays and […]
Real Estate and the Net Investment Income Tax and Self-Employment Tax
If you are planning or are actually doing a real estate business, either as an investor or as an active participant, you will have to deal with these: Net Investment Income Tax: If you have net investment income and your modified adjusted gross income exceeds $250,000 for married persons filing jointly, then there is a […]
Why It Is Crucial That Business Owners Understand Financial Markets
It is estimated that a staggering 96% of businesses fail in the first 10 years, and this has much to do with the complexities and demands of maintaining commercial growth. With entrepreneurs often focused on the internal components of their business, it is easy to see why so many lose sight of the macroeconomic and […]
7 Tips for Investing in Foreign Markets
If you have foreign investments abroad, you probably already understand what a headache it can cause—especially if you’re the one doing all the financials. When you’re just starting out with foreign investments it’s easy to overlook things. You may overlook certain forms to file, best practices, and even potential cultural factors. All of these elements […]
7 Ways to Invest Your Business’s Disposable Income
As the owner of a business, you may be familiar with the expression, ‘You’ve got to spend money, to make money.’ While it might be great to have lots of cash in the bank, there are things you can do with this disposable income to help improve your business operations. Knowing where to start though […]
Everything You Need to Consider if You’re Experiencing Rapid Growth
Many businesses are currently confounding market expectations, experiencing large profits in the post-Brexit landscape. How these businesses treat this sudden profit expansion will be vital when securing their long-term future. If your business is currently experiencing growth, then you have three options: Continue as you are Invest inwardly in your business’s expansion Invest outwardly in […]
