When growing your business, the financial planning process is a constantly moving target. Surrounding various strategic financial plans based on a business’s current and future success is important. Therefore, creating and evolving a financial wealth management...
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Selling, merging, or otherwise completely altering the shape of a company is a huge undertaking for any entrepreneur or small business owner. This requires lots of insight and preparation to accomplish. Even the most seemingly straightforward...
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Mergers and acquisitions are essential stepping stones when it comes to business growth. Allowing a company to expand, diversify, or adapt to changing marketing conditions is fundamental for a business’s long-term success. Mergers and acquisitions are...
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Preparation is key when it comes to challenges and obstacles that can impact your company’s ability to thrive. No one can predict the future, but smart businesses can analyze and account for potential financial threats. This...
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Businesses use risk analysis to minimize the effects of adverse events. Risk analysis is used to gauge whether projects are aligned with a company’s strengths and have the potential for the highest rate of return for...
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Financial analysts use a valuation analysis to estimate an approximate worth of an asset. This could be equity, a business, real estate, or other assets. Analysts use a variety of methods when analyzing different assets. The...
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At the mention of the term “family governance,” what comes to mind? How does it work and how can it benefit you and the members of your family? Family governance, in a nutshell, involves the financial...
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Venture capital is a term that floats around often in the world of investors, especially high net worth investors. What exactly venture capital is, though, can be a little confusing. Some might confuse venture capital with...
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In our latest post we talked about the process of passing your business down to a member, or members, of your family. However, we know this isn’t possible – or even desired – for every business...
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You grew a business from the ground up and spent your life growing and tending to it, but now you’re ready to take the final step and sell. Your hard work, big risks, long nights, sacrifices,...
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