Working With Intermediaries and Advisors

A Successful (Corporate) Marriage Requires a Plan

October 22nd, 2015

***Editor’s Note: To hear from other experts on this subject, here is a great webinar.***   Most companies have a financial plan by month.  Some companies plan their cash receipts and expenditures weekly.  Other companies plan their sales and marketing down to the day, or even the time of day.  Why is it then, that […]

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When the Bank Says No

Jul 8th, 2015

Updated 1/5/2016 ***Editor’s Note: to learn more about this subject, we recommend this webinar about alternative financing. You may also be interested in this webinar about selling your business.***   Even a reasonably healthy business may run short of cash at certain points. Traditional lenders, faced with regulatory constraints and other limitations, may not be able […]

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Protecting Potential Sale Confidentiality

Apr 4th, 2015

***Editor’s Note: to learn more about this subject, we recommend this webinar about selling your business.***   Jane received a call from one of her biggest customers. The customer had been in the process of putting together a large order that Jane thought would be her most important piece of business for the year. It […]

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Choosing a Business Appraiser

Apr 4th, 2015

Financial Poise also has a great webinar on this subject with other expert faculty on the subject. You can find it here. You may also be interested in this webinar about selling your business and this webinar and this webinar on valuing your business.   If you are looking to sell your business in the near future (or […]

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Turning Business Income Into Retirement Income

Mar 27th, 2015

Many business owners thinking about selling their businesses struggle with whether the proceeds will be “enough” to walk away from the businesses they have invested so much sweat and tears into. Let’s look at this sort of situation through the eyes of George and Gracie, this as they consider whether they can sell their business […]

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