5 Management Responsibilities that Aid the Sales Process
By Thomas Apperson • November 26, 2019Maintaining an honest dialogue with members of all management team positions during the negotiations can help lead to a successful outcome.
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Accredited Investor Installment 11: Investment in Hedge Funds
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Maintaining an honest dialogue with members of all management team positions during the negotiations can help lead to a successful outcome.
McCulloch v. Maryland and the Famous Supreme Court Cases that Changed Our Economy
By David M. Freedman • November 25, 2019You may not have heard of McCulloch v. Maryland, but this famous supreme court case is one of three that fundamentally changed our nation’s economy.
5 Investment Strategies PE Firms Use to Choose Portfolio Companies
By Kaja Kwasniewska • November 22, 2019Private equity firms choose their portfolio companies by focusing their investment strategies on factors such as lifecycle, geography and industry.
What is a Family Office?
By Gay Jervey • November 21, 2019Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century, when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to…
An Investor’s Guide to Productive Assets, Physical Assets and other Tangible Asset Types
By Alan G. Orlowsky • November 20, 2019Why Buy Farmland if You’re Not a Farmer? Tangible Assets Explained Individuals invest in tangible assets (called physical assets, hard assets, fixed assets and more, depending on the asset itself)…
Film, Fine Dining and West Side Story: a Warning on Risky Investments
By Kristina Parren • November 19, 2019Vanity Investments are All for Show "Hamilton" drove the masses to Broadway in 2016, making it seem as though Broadway shows were the next exciting investment. Through 2018, shows like…
Private Equity vs. Venture Capital 101
By David M. Freedman • November 18, 2019Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital.
Taking Stock in Main Street: The Importance of Small Business
By John Arensmeyer • November 15, 2019Small businesses make up 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing.
Do Managers Take Too Much of the Pie in Hedge Fund Fees?
By Joe Burns • November 14, 2019Hedge funds have trailed the S&P 500 for years, so why are hedge fund fees so high? Hedge fund managers may be changing their tune, according to reports.
‘Know Thy Numbers’ Installment #3: Types of Financial Statements
By Jonathan Friedland • November 13, 2019From the statement of income to the statement of cash flows, here's how various types of financial statements present a bigger picture of company health.
‘Know Thy Numbers’ Installment #2 – Accounting Principles in a Nutshell
By Jonathan Friedland • November 12, 2019GAAP rules are accounting principles and concepts that shape how we present financial information. These are the 12 “Commandments” of GAAP accounting.
‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, an Introduction to the Series
By Jonathan Friedland • November 11, 2019Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions.
Putting off the Tax Collector – The Basics of 1031 Exchange Rules
By Tracy Treger • November 8, 2019Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.
Budget-Friendly Meals for the Holidays: Take the $100 Challenge
By Michelle Gershfeld • November 7, 2019Your holiday meal is costing too much, but it is possible to create budget-friendly meals at just $100… if you can accept the challenge.
What is the JOBS Act: 2019 Primer for the Private Company C-Suite Executive
By Vanessa J. Schoenthaler • November 6, 2019A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets.
What ‘Animal House’ Can Teach Us About Reasonable Reliance in Fraud Cases
By Adam Hirsch • November 5, 2019The boys of Delta Tau Chi unknowingly teach us about an important legal defence in fraud cases. What is reasonable reliance, and when is it effective?
Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
By Richard A. Sugar • November 4, 2019You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries.
A Visual Guide to the 5 Legal M&A Deal Structures
By Craig M. Carpenter • November 1, 2019There are five basic M&A deal structures, including four share acquisition methods and one asset acquisition method. What are the benefits of each structure?
Successful Startups are ‘Investable’ Startups: Must-Have Traits and Helpful Practices
By Stephanie Strait • October 31, 2019A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “investable” startups all share?
Consensus Decision Making: How Much Compromise is Too Much?
By David Spitulnik • October 30, 2019In the decision making process, trying too hard to achieve consensus leads to suboptimal results. Consensus decision making should include the best of everyone’s input.
Protection from Investment Fraud: Who’s Got Your Back?
By Adam Schlagman • October 29, 2019If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these 5 investment watchdog resources.
Hey Business Owner, Are You Using the Full Potential of Social Media Marketing?
By Tina Powell • October 28, 2019Did you know that 91% of Fortune 500 companies use Twitter and 89% use Facebook? Don't ignore the power of social media marketing.
Using Your Assets for Good: Incorporating Charitable Giving into Your Financial or Estate Plan
By Rhonda Ducote • October 25, 2019Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.
Is the Private Market Defeating the Public Market?
By Sohail Prasad • October 24, 2019Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market.
The (Thorough) Art of Evaluating Crowdfunding Sites and Title III Offerings
By David M. Freedman • October 23, 2019Crowdfunding investments require introspection on financial and social motivations, as well as due diligence on crowdfunding sites and offering deal terms.
Critical Tactics for Safeguarding Your Ideas and Intellectual Property Rights
By Matt Niksa • October 22, 2019Intellectual property rights are assets, just like cash or machinery. Learn how to protect intellectual property with patents, trademarks, NDAs and more.
Determining Value – Choosing a Business Appraiser
By Gary Lotzer • October 21, 2019Don’t Leave Valuation to Chance Valuation is the determination of the worth of an entity or item. According to Erin Hollis “A valuation can be as loose as a guess,…
3 Smart Moves Made by Celebrity Investors
By Kristina Parren • October 18, 2019What do Madonna and Warren Buffett have in common? They both make smart investments. Follow these 3 investing lessons from successful celebrity investors.
4 Acquisition Financing Structures for Buyers
By Michele Schechter • October 17, 2019When buying a business, buyers may use any four acquisition financing structures: cash purchase, third-party funding, seller financing and stock swaps.
Securities Crowdfunding: Diversification Everyone Can Enjoy
By David M. Freedman • October 16, 2019Regulation crowdfunding gives average investors more access to private securities. Determine the maximum you can invest and create your 5-year plan.
5 Mistakes Avoided by All Successful Entrepreneurs
By Matt Niksa • October 15, 2019Successful entrepreneurs know the importance of delegation, a good idea and lessons to be learned from failure. Avoid these five mistakes made by startups.
Sibling Squabbles: Fair Estate Distribution Among Multiple Heirs
By Rhonda Ducote • October 14, 2019The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.
The Civil Courts: When Your ‘Confidential Business Information’ Isn’t So Secret
By Adam Hirsch • October 11, 2019In a civil court case, your confidential business information is only as confidential as the judge allows. Read about Purdue Pharma’s high-profile case.
Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition
By Michele Schechter • October 10, 2019The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?
When Does an Asset Acquisition Become a De Facto Merger?
By Leib Orlanski • October 8, 2019Asset acquisitions are presumed to be free and clear of claims against the seller. But liabilities can pass to the buyer, resulting in a de facto merger.
What Do Trump Tariffs Mean for the Economy and Investors?
By Reed Murphy • October 7, 2019Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted?
Unicorn Companies are Rare, So Why Do Venture Capitalists Persist?
By Alicia Purdy • October 4, 2019Three out of four startups backed by venture capital fail, but VC investors continue to search for unicorn companies. What makes or breaks their success?
90 Second Lesson: What is a Hedge Fund?
By The Financial Poise Editors • October 3, 2019Hedge funds differ greatly from private equity funds with regard to asset class, compensation, liquidity and other factors. So, what is a hedge fund?
PLUP Fiction: Bad Faith Insurance
By Adam Hirsch • October 2, 2019Can you rely on your insurance company’s description of your insurance policy? Learn about insurance bad faith and your rights as the insured.
Can Seeking Help from the Lender Fix Distressed Companies’ Woes?
By Bruce Werner • October 1, 2019Turnaround Financing: How to Secure a Borrower Recently, bad practices caused a client’s accounts receivable to get extended well past 90 days. In fact, the client had 20% of its…
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