Investing Archives - Financial Poise

barbershop representing small business investing

Taking Stock in Main Street: The Importance of Small Business

Tags: Accredited Investors, Investing, Private Equity, Small Business, Start-Ups & Entrepreneurship, Venture Capital,

Small businesses make up 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing.

two men work in an industrial space, symbolizing successful startups

Successful Startups are ‘Investable’ Startups: Must-Have Traits and Helpful Practices

October 31, 2019
/ Investors
/ By Stephanie Strait

Tags: Business Management, Investing, Raising Capital, Start-Ups & Entrepreneurship, Venture Capital,

A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “investable” startups all share?

track and field events, symbolizing private markets

Is the Private Market Defeating the Public Market?

October 24, 2019
/ Investors
/ By Sohail Prasad

Tags: Alternative Assets, Investing, Investors, Personal Finance & Investment, Private Equity, Venture Capital,

Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market.

Woman reads a book lakeside, hunting for an accredited investor definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

October 10, 2019
/ Investors
/ By Michele Schechter

Tags: Accredited Investors, Alternative Assets, Financial Literacy, Hedge Funds, Investing, Personal Finance & Investment, Private Equity, Venture Capital,

The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

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?

A crowd of swimmers, representing crowdfunding fundamentals

Let Crowdfunding Fundamentals Be Your Guide

August 20, 2019
/ Investors
/ By David M. Freedman

Tags: Accredited Investors, CrowdFinance, Investing,

Knowing your crowdfunding fundamentals can help you decipher which crowds you want to “follow” with an investment and which are better left alone.

The Ins and Outs of a Venture Capital Investment

July 22, 2019
/ Investors
/ By Kenneth Freeman

Tags: Business Management, Investing, Investors, Valuation, Venture Capital,

Learn about the three most important aspects of a venture capital deal: liquidation rights, management participation and control, and exit rights.

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?

When Should a Seller Sign a Letter of Intent?

June 24, 2019
/ Investors
/ By Scott Adamson

Tags: Business Transition and Exit Planning, Buying a Business, Investing, Investors, Selling Your Business,

A letter of intent is used in the purchase and sale of a business to set forth the framework for the negotiation of definitive transaction documents and closing of a transaction. Normally, a letter of intent does not create a binding contractual obligation to purchase or sell the business. However, a non-binding letter of intent […]