Financial Poise

Articles tagged: Valuation

Basics of convertible debt offerings

The Basics of Convertible Debt Offerings Under Title III

Title III convertible debt offerings allow for not-yet-profitable startups to secure funding without valuation disagreements. But what about the investors?

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monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?

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ceramics on wooden shelves, representing how to protect your personal assets

How to Protect Your Assets Now to Cover Your Ass(ets) for Later

Whether you own real estate or antique jewelry, knowing how to protect your assets will help you avoid costly disasters and increase appreciation.

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silhouettes cavorting against a sunrise, representing management team positions and responsibilities

5 Management Responsibilities that Aid the Sales Process

Maintaining an honest dialogue with members of all management team positions during the negotiations can help lead to a successful outcome.

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Oligarch woman hires business appraiser over the phone

Determining Value – Choosing a Business Appraiser

Don’t Leave Valuation to Chance Valuation is the determination of the worth of an entity or item. According to Erin Hollis “A valuation can be as loose as a guess, to a ‘back of the envelope’ calculation, to a formal opinion rendered by a third-party professional business valuation expert”. Having the right valuation of your […]

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A woman sits with drink in a coconut, glad that her business has shed its owner dependence

Reaching Graduate Level: Eliminating 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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private equity valuations

How Reliable Are Private Equity Valuations?

Public information can be scarce due to SEC reporting exemptions, making private equity valuations seem unreliable. Can upgraded guidelines fix it?

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An antique cash register, symbolizing business valuation methods

3 Approaches to Business Valuation Methods

Are you valuing your business for a transition, taxes or even litigation? The reason for your valuation will determine the business valuation methods you use. 

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VC Fund

The Ins and Outs of a Venture Capital Investment

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

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business valuation

‘Housekeeping’ Tips to Maximize Business Value

Making Improvements that Will Benefit the Seller and the Buyer As you start thinking about selling your business you should also think about how you might make some improvements to the business to maximize business value to a buyer. Identify the company’s shortfalls and consider fixing them. Look at your business through a prospective buyer’s […]

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