Financial Poise

How Family Business Succession Planning Becomes Succession Implementation

By David Spitulnik • January 16, 2020

Family business succession planning requires discussions about ownership, leadership, payment and other issues to smoothly transition from Gen 1 to Gen 2. 

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Blue Sky Laws: A Primer for Accredited Investors

By Robert Rapp • January 14, 2020

An Introduction to “Blue Sky” Regulations Blue Sky Laws – state securities laws – have been a part of the American legal landscape since the early days of the Twentieth Century. Kansas is credited with adopting the first Blue Sky…

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A Tale of Competitive Bidding and Pre-emptive Bids

By Bruce Werner • January 13, 2020

An owner selling his business gets 3 high pre-emptive bids. Should he take a deal or allow the competitive bidding process to continue?

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Recent Articles

Fancy World Map symbolizing important business plans without mistakes

6 Important Business Plan Mistakes to Avoid

By Akira Hirai • January 9, 2020
A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips. 

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A dewy apple, representing the fruits of your labor as tangible investments, not intangible assets

Accredited Investor Installment 12: Tangible Investments

By Jonathan Friedland • January 7, 2020
Tangible investments, or investments in things that you can touch and physically experience, can delight both your inner child and investment portfolio.

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A fountain pen, symbolic of signing an LLC operating agreement

The LLC Operating Agreement Demystified

By Jeremy Waitzman • January 6, 2020
An LLC operating agreement is a set of rules and provisions that outlines company structure, management, compensation and other internal issues.

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Website collage, symbolizing investment strategy of website flipping

Is Website Flipping a Worthy Investment?

By Melissa Rudy • January 2, 2020
Website flipping is investing in an existing website, improving it to increase value and selling it for a profit. Should you invest in virtual real estate?

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a mixed pile of old coins, symbolizing investing in rare coins

Show Me the Money! A Closer Look at Investing in Coins

By Alicia Purdy • December 30, 2019
Investing in Rare Coins is More than a Hobby Having collectibles as an investment can be a great way to diversify your portfolio and cut down on risk. The general…

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auto auction, representing the investing concept of real tangible assets

Do Real Assets Outperform Stocks and Bonds?

By Thomas Hill • December 26, 2019
The Pros and Cons of Real Assets You know what they say about investing in land: “They’re not making any more of it.” And you may have heard people say…

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river running over rocks, representing deal flow, private investing, and crowdfunding

Finding Your Deal Flow in Private Investing

By Heather Schwarz-Lopes • December 23, 2019
Discover the three ways to increase your deal flow as a private investor: personal referrals, groups and associations, and online platforms. 

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beads of water on a leaf, symbolizing liquid alternative investments

Liquid Alternatives Feel More Fluid to New Investors

By Brigitte Yuille • December 19, 2019
Over the last decade, investors have pursued alternative investments that rival hedge funds without the same risks. The result: liquid alternative funds.

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A financial advisor listens to clients in a conference room, symbolizing questions to ask a financial advisor

5 Questions to Ask a Financial Advisor Before Hiring

By Alicia Purdy • December 17, 2019
Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future. 

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A globe, representing global trends in megatrend investing

Investing in Megatrends Means You’d Better be Good at Predictions

By David Moses • December 16, 2019
From urbanization to clean energy, changes in global attitudes made megatrend investing popular. But not everyone riding major trends will be successful.

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Latest Articles from DailyDAC


Published on January 12, 2020 • By The DailyDAC Editors

PUBLIC NOTICE OF AUCTION: Contact Lens & Eyewear Retailer

Published on January 12, 2020 • By The DailyDAC Editors

How To Become a Really Bad Bankruptcy Client And Maybe Even Get Prosecuted

Published on December 20, 2019 • By Donald L. Swanson

90 Second Lesson: Is Bankruptcy Needed if Creditors Will Just Agree to Take Less?

Published on December 13, 2019 • By The DailyDAC Editors

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