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Qualified Opportunity Zone Funds: A New Tool for Real Estate InvestorsBy Adam Grais • 02/15/2019
2017 Tax Cut Created Incentives and Flexibility for QOZ Investment A new tax incentive that has been gaining a lot of attention recently is the Qualified Opportunity Zone Fund. Like existing tax incentives, the Qualified Opportunity Zone (QOZ) provisions permit[...]
The Importance of a Family Charter in Family-Controlled BusinessesBy Pierre duPont • 02/11/2019
How to Maintain Control in Family-Controlled Businesses Unique challenges tend to arise when a family controls a business. Some questions that may emerge are: Which family member will lead the business? How will profit distributions be decided? How can a[...]
CHAPTER 2: Alternative Assets and the “Average” Accredited InvestorBy Jonathan Friedland • 01/31/2019
Meet Bob, Michele, David, and Isabella Editor’s Note:  this is the second 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[...]
Why Is It So Hard For Leaders To (Shut Up And) Listen?By David Spitulnik • 01/25/2019
Hey Leaders, It's Listening Time... I am often asked why it is so hard for leaders to listen. One of the things that I often suggest to people as I’m beginning coaching-related conversations with them is the notion that whenever[...]
Business Transition and Exit Planning: Welcome to the Jungle!By Jonathan Friedland • 01/14/2019
BTEP: Where Should You Start? You are a business owner. You have worked hard, possibly for decades, building your business. You are smart, and the business has been successful, but it is time to move on.  Perhaps you want to[...]
An Experienced Executive May Make an Effective Board MemberBy Bruce Werner • 01/11/2019
What Makes a Successful Board Member? [Editor’s Note: if you are an experienced CEO, CFO or another executive, you may be thinking about putting your hat in the ring to be a director of another company. Or, perhaps you are[...]
Get the Most out of Your Marketing Team, Agency or ConsultantBy Scott Steer • 12/28/2018
Here's How to Optimize Your Marketing Team One of the most important jobs for any leader is to marshal their resources to optimize performance. Whether those resources include budgets, employees, outside consultants or even your own time – knowing how[...]
How to Pursue Your Family Purpose (And Why You Should)By Robert Legan • 12/21/2018
How Your Family’s Mission, Vision and Values Can Make You Wealthy and Fulfilled Wealth is a means to an end – living a great life. Successful families work hard to build wealth, not for the sake of achieving some number on[...]
Lessons on Investing like an AngelBy Stephanie Strait • 12/18/2018
Editor’s Note: This is an updated version of an article first published on March 6th, 2014. Around the time the JOBS Act became law in 2012, some angel groups expressed concern that equity crowdfunding would hurt them on two counts. First,[...]
CHAPTER 1: Alternative Assets and the “Average” Accredited InvestorBy Jonathan Friedland • 12/14/2018
Who Is This Series For? This series of articles is written for the average “accredited investor.” An “accredited investor” is a legal term that refers to anyone (a) whose net worth, either alone or with a spouse, exceeds $1 million[...]
The Cost of Clutter: Physical, Emotional and DigitalBy Mercedes Holmen • 12/12/2018
How Much is Clutter Actually Costing You? What if I told you that digital and physical clutter negatively impact your productivity and performance? Similar to multitasking, clutter of all types overloads your senses causing your brain and body to feel stressed[...]
So. Much. Winning. Let’s Party Like It’s 1984By Jonathan Friedland • 12/08/2018
The S&P 500 fell 2.3% and the Dow fell 2.2% on Friday. Is the sky falling? Look, short-term market swings do not define an economy. On the other hand, a market that constantly swings based on what a single man[...]
Don’t Assume You Will Send Your Kids to College: An Investment ThesisBy Jonathan Friedland • 12/07/2018
Is a university degree a good investment? The Economist Magazine asked this question last year and while the article concludes that statistics support the proposition that a college education generally makes good financial sense, it also concludes that, “like so much else in economics, [it] boils down to supply and demand.” In other words, a college education does not always make sense from a strictly financial perspective.
Family Governance is Not Business GovernanceBy Bruce Werner • 12/05/2018
Family Businesses Need Strategies to Govern Both the Family and the Business Family businesses are unique and the way they are run differs from family to family. Each business has varying degrees of corporate governance. Formal governance structures grow as the[...]
Ten Best Food Documentaries: Sustainable and BeyondBy Tyler Mayoras • 11/30/2018
Get Smart with the Ten Best Food Documentaries I am a sucker for a good food documentary. I love to learn more about how our food is made, how it affects our world, and how it affects our bodies. Many[...]
Breaking Up Is Hard to Do: Surviving a Business DivorceBy Michele Schechter • 11/29/2018
Conflicts between business partners are nearly inevitable. Thankfully, there are a number of ways for parties to negotiate up-front. Precautionary agreements give you space to resolve issues more easily or, at least, provide a picture of what the result will be when resolution is not possible.
Solving Familial Business Issues: Putting the “Family” in Family BusinessBy Carrie Weiner Rosenbloom • 11/23/2018
A Family's Most Valuable Business Asset is Itself The component to family businesses that make them unique from other businesses is the family. Solving family business problems without understanding the family dynamic is akin to a placing a bandage on[...]
A Brief History of Venture CapitalBy Judy Radler Cohen • 11/21/2018
The term “venture capital” is typically associated with high-risk, high-growth potential start-ups that may sink or soar depending on a number of external factors. Any investment in a start-up, however, can be called a venture capital investment, though a common hallmark of venture capital investors is that with their investment they obtain some level of influence over the company in which they invest.
The Strategic Value of Accelerators: How They Can Benefit the Business at any StageBy Brian Dixon • 11/16/2018
How Accelerators Can Help Your Business Grow Startups need money to, well, startup. In order to get money, fundraising is a likely path that most startups will travel. There are many different funding sources available, and the usefulness of each[...]
Carveout Guaranties to Non-Recourse LoansBy Tracy Treger • 11/15/2018
The A to Z’s of Carveout Guaranties When utilizing a loan to acquire an investment property, there are two basic types available to the buyer: recourse and non-recourse. Regardless of the type of loan, the borrower may be asked to[...]

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