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Online Marketing Orientation for Entrepreneurs: Part 2/3By Joshua Lyons • 05/23/2019
Social Media, Blogging and Targeted Online Marketing for Beginners [Editor’s Note: This is the second part of a three-part series by Joshua Lyons about online marketing. Read his previous article, “Online Marketing Orientation for Entrepreneurs: Part 1.”] Social Media Marketing[...]
Online Marketing Orientation for Entrepreneurs: Part 1/3By Joshua Lyons • 05/22/2019
Budgeting, Website Building and SEO Analysis There are dozens, or possibly hundreds, of tactics that can be implemented for online marketing. Tactics can include social media, email, paid ads on Google, search engine optimization (SEO) and more. But where should[...]
3 Tangible Asset Investments to Delight Your Inner ChildBy The Financial Poise Editors • 05/21/2019
Add Fun to Your Portfolio with These Physical Assets As children, many of us may have dreamed about collecting comic books, baseball cards, jewelry or art. For many, those dreams have not yet come true, but it is never too[...]
Planning and Staging a Company for Transition:By H. Barry Goodman • 05/20/2019
What You Need to Know Laverne was at the country club talking with Shirley, a new member. Laverne was surprised to learn that Shirley had just sold her distribution company for $10 million. Laverne knew about her business because it[...]
Installment 8: Venture Capital and Angel InvestingBy Jonathan Friedland • 05/17/2019
What's the Difference? This installment starts the discussion of venture capital investing by introducing its relative or subcategory angel investing. [Editor’s Note:  This is the eighth installment in a series of articles dedicated to the 95% of people in the[...]
The 4 Stages of the Divorce ProcessBy Carrie Weiner Rosenbloom • 05/16/2019
Surviving the Divorce Process, Step by Step Divorce really starts when you make the decision to get one. Typically, this represents the culmination of a long period of problem solving, or the recognition that you are faced with an unsolvable[...]
Case Assessment on Trade Secret MisappropriationBy Shawn Fox • 05/15/2019
Estimating Economic Loss in Trade Secrets Cases The number of civil and criminal trade secret cases filed have substantially increased in recent years. In April of 2019, a former Garrett Popcorn employee was accused of stealing trade secrets, and just days[...]
6 Ways Private Equity Can Play a Role in Retirement PlansBy John Drachman • 05/14/2019
Private Equity is Not Just for Millionaires Anymore Retirement investors growing wary over bullish public markets might consider looking to the increasingly popular private equity marketplace. In terms of asset size and popularity, private equity has continued to grow for[...]
Reading and Writing a Letter of IntentBy Peter Feinberg • 05/13/2019
The 411 on LOIs A Letter of intent (LOI) (also sometimes called a term sheet, expression of interest, or indication of interest) is an informal offer made by a strategic or potential buyer of (or investor in) a business. Regardless[...]
Accredited Investor Installment 7: Crowdfunding Under Title III of the Jobs ActBy David M. Freedman • 05/10/2019
The Floodgates are Open This is our third and final installment on crowdfunding. The two previous installments dealt with rewards-based crowdfunding and the development of equity crowdfunding under Reg D. This final installment deals with equity crowdfunding under Title III[...]
Accredited Investor Installment 6: Equity Crowdfunding Under Regulation DBy David M. Freedman • 05/09/2019
Equity Offering Platforms We continue our discussion of crowdfunding. In our last installment, we discussed the rewards-based origins of crowdfunding from ArtistShare to Kickstarter to GoFundMe. In this installment we move on to the development of equity crowdfunding. [Editor’s Note:[...]
Accredited Investor Installment 5: CrowdfundingBy David M. Freedman • 05/08/2019
Rewards-based Beginnings [Editor’s Note: This is the fifth installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a[...]
Going All-In: Investment Lessons from the Poker TableBy Larry Swedroe • 05/07/2019
A Good Decision Can Bring A Bad Outcome Investors can learn a lot from expert poker player Annie Duke’s book, “Thinking in Bets.” In it, she explains that one of the more common mistakes made by amateurs is the tendency[...]
Millennial Financial Habits: Uncracking Gen YBy The Financial Poise Editors • 05/06/2019
Marketing to Millennials: A Major Challenge for Financial Services Industry When it comes to managing their money, the nation’s millennials march to a different beat; one that has the financial services industry feeling out of step. Predictably, millennials are more[...]
ESOPs: Tax Advantages of an Employee Stock Ownership PlanBy Shannon R. Weiss • 05/03/2019
Employees Have Retirements Staked on Company Success An employee stock ownership plan, commonly referred to as an ESOP, offers a range of benefits for sponsor companies, in addition to its owners and employees. As a qualified employee benefit plan, an[...]
Eliminating State Income Taxes With a NING TrustBy Neil Schoenblum • 05/02/2019
How Non-Grantor Trusts Help Protect Your Assets from State Income Tax In 2017, the Tax Cuts and Jobs Act (TCJA) was signed, restricting many of the deductibles on state income taxes. As a result, a great deal of discussion lately[...]
Acquisitions: That Company May Be Good to Own, but Tough to BuyBy Bruce Werner • 05/01/2019
Inaction Dissatisfaction is Preferable to Buyer's Remorse At a client’s recent board meeting we were evaluating making a bid on a rival business worth $100 million. Our management had spent years positioning itself for the opportunity to obtain this business,[...]
The Balancing Act: Why Leaders Should be Equally Tough and TransparentBy David Spitulnik • 04/30/2019
Bad Bosses Don't Communicate Vulnerabilities In her campaign for the Democratic nomination, Minnesota’s Senior Senator Amy Klobuchar’s campaign has had to deal with blowback from former staff, who alleged mal-treatment. She was asked about this on a recent CNN-hosted town[...]
Family-Owned Business Transitions: The Good, the Bad, and The UglyBy Ervin Terwilliger • 04/29/2019
Like Snowflakes,  They Vary Transitions in family-owned businesses can take many forms and be challenging endeavors. From a change of control, as the torch is passed from one generation to the next, to the much more life-changing sale of the[...]
Protecting Potential Business Sale ConfidentialityBy Doug Hyland • 04/26/2019
How Non-Disclosure Agreements and Precautions Can Save a Business Deal In the summer of 2014, French asset manager Vincent Le Stradic boarded the train from London to Paris. Deciding to work on the train, Le Stradic laid bare the details[...]

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