Large investment firms diligently emphasize that investing in their funds carries inherent risks. You’ve likely heard taglines in audio...

Private equity funds are almost a fashion statement  today, no business owner wants to be left without them as a stakeholder. But as...

Both of these narratives are genuine, actual occurrences. One is heartwarming, while the other carries a more challenging tone. Doug was...

Savvy business owners know they can’t keep going at their everyday pace forever. Selling shares is an option but once the low offers are...

“The first rule of an investment is don’t lose [money]. And the second rule of an investment is don’t forget the first rule. And that’s...

Clients hate losing money on their investments. The number one concern my clients have is the effects of volatility in markets which...

As a professional in the financial services industry, I specialize in assisting business clients in assessing and enhancing the value of...

People are living longer, especially those in a relationship or a marriage. Here is a short case study that explains the problem of...

Creative financing can help sellers command better prices or close deals. It can also create complications among banks, sellers, and buyers

Thousands of C corporation owners get hit every year with both corporate and ordinary income taxes because they have retained earnings....

All-in over 10 years, the total cash exit will be about 50% greater than the principal itself even after-tax credits for interest paid....

For many business owners the first move they have considered in the past was selling the shares or assets. Most owners would rather sell...