Articles tagged: Financial Management

Reaching Graduate Level: Eliminating Business Owner Dependence

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

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5 Alternative Lending Solutions for Small Business Financing

Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.

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What is a Family Office?

Private 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 […]

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Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.  

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‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, Series Introduction

Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. 

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Putting off the Tax Collector – Basics of 1031 Exchange Rules

Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.

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Reps & Warranties Insurance: How Does it Protect the Sale Process?

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

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Financial Planning for Retirement — Should I Stay or Should I Go?

Can Your Business Income Provide for Retirement? Business owners thinking about selling their businesses struggle with one major uncertainty. Will the proceeds allow them to walk away comfortably? Experts say […]

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Jackson Flooding and the Importance of ESG+R

If you’ve been paying attention to the news at all, it has been impossible to avoid horrific images of the catastrophic flooding in Jackson, Mississippi. When we say catastrophic, we […]

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‘Know Thy Numbers’ Installment #7 – Accrued Expenses

Accrued expenses aren’t as well-known as accounts receivable, inventory, and accounts payable, but ignore this accounting concept at your peril. 

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