Financial Management Archives

Beach retirement, the outcome of selling your business with representations and warranty insurance

Rep & Warranty Insurance: How Does it Protect the Sale Process?

Tags: Business Transition and Exit Planning, Financial Management, Selling Your Business,

Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare.

Woman sits with drink in a coconut, symbolizing a business that has shed its owner dependence

Reaching Graduate Level: Eliminating Owner Dependence

September 18, 2019
/ Business Owners & Executives
/ By Ronen Shefer

Tags: Business Management, Business Transition and Exit Planning, Financial Management, Life-Work Balance, Valuation,

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

A couple clinks cocktails on a beach, signifying successful retirement planning

Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit

September 10, 2019
/ Investors
/ By Edward W. "Tad" Gray III

Tags: Business Transition and Exit Planning, Financial Management, Retirement,

George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process.

Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

August 28, 2019
/ Investors
/ By John F. Sweeney

Tags: Family Dynamics, Financial Management, Personal Finance & Investment, Retirement,

Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future.

waves crashing on rocks represents the rocky shore of stock market vulnerability.

Worried About Stock Market Volatility? Don’t Panic, Say Experts

August 23, 2019
/ Investors
/ By Rhonda Ducote

Tags: Financial Management, Investing, Personal Finance & Investment, Stock Market Fundamentals,

Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

An axehead chops a stump, symbolizing the 2017 tax cut and jobs act

Tax Cut and Jobs Act: Expectations Met and Unrealized

August 22, 2019
/ Business Owners & Executives • Investors
/ By Michael Silvio

Tags: Accounting, Audit, & Tax, Financial Management, Personal Finance & Investment,

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2019.

Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

August 21, 2019
/ Investors
/ By John Drachman

Tags: Alternative Assets, Diversification, Financial Management, Personal Finance & Investment, Real Estate Investing, Retirement,

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

hand holds plant, a metaphor for investing in private equity for growth.

Invest Tax-Advantaged Retirement Funds in Private Equity for Growth

August 16, 2019
/ Investors
/ By Christopher Orr

Tags: Alternative Assets, Diversification, Financial Management, Personal Finance & Investment, Retirement,

Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you?

A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

August 8, 2019
/ Investors
/ By Kristina Parren

Tags: Baby Boomers, Financial Literacy, Financial Management, Millennials, Personal Finance & Investment, Retirement,

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

Using Free Cash Flow vs. EBITDA to Determine Return on Investment

July 15, 2019
/ Investors
/ By Gary Frantzen

Tags: Business Transition and Exit Planning, EBITDA and Other Scary Words, Financial Management, Investing,

The return on your investment depends on how your investment is structured and is not necessarily the same as the performance of the company. How’s an investor to measure?