How To Make Wealth Management Expertise Pay Off For You For a year we have written articles on wealth management. Our goal is to provide powerful real life scenarios with actual issues and challenges. Some stories were of financial disasters and others were of financial successes. Either way, we want you to learn from what … Read more
Selling Your Business Successfully – (Part 7) Because the sale of a business is usually an emotional experience, it is best to involve a trusted adviser (wealth manager, CPA, lawyer, investment banker or consultant) who has been through this process many times before. It is difficult to make rational, logical decisions in an emotionally charged … Read more
Could You Sell Your Google Shares For Billions Of Dollars? Few of us are as fortunate as insiders like venture capitalist John Doerr, who in this month alone has sold Google shares worth about $30 million. The reality is you don’t need to be a Google director to be financially secure. Whether you’re an entrepreneur … Read more
Selling Your Business Successfully – (Parts 5&6) Sizing up your situation One of the most important things you can do as a CEO is to ensure that your exit plan is current. Your plan should examine where you are now and where you need to go to realize your financial goals. It should also identify … Read more
Selling Your Business Successfully – (Parts 3&4) We believe it would be a big mistake to sell your business on your own, assuming you have a business worth seven or eight figures. We recommend the remaining steps only be accomplished with the help of your team. Back in December 2006, we were brought in to … Read more
Selling Your Business Successfully – (Part 2) Wealth management is about making smart decisions with our wealth in order to achieve all that is important to us. We would argue that wealth in itself isn’t enough to help us achieve our goals and dreams. We must be proactive in managing taxation, investing, as well as … Read more
Selling Your Business Successfully – (Part 1) Profitable, well-managed privately held businesses sell for tens of millions or even hundreds of millions of dollars. So what steps should you follow to orchestrate a successful and profitable exit for yourself? Here are some critical success factors for a cash-out event: When entrepreneurs consider exit strategies, they tend … Read more
Where Financial Advice Falls Short, And Can Leave You Short Is your financial advisor asking the right questions? Is your portfolio routinely stress tested to keep you on course? The typical advisor is quick to find an appropriate asset allocation based on a client’s objectives, risk tolerance and time horizon. That’s the easy part. Take-aways … Read more
VC Investing Requires $10M, Patience How would you like to invest in future startups that may become the new Google, Yahoo, FedEx, Apple, or Intel? Through venture capital partnerships you may be able to participate in such rewarding companies of the future. According to the December 2007 National Venture Capital Association estimates, venture capital investments amounted to … Read more
Hedge Funds: Are The Huge Profits Real Or An Illusion? Whether you own a hedge fund or are contemplating investing in one, we would advise that you fully understand the benefits as well as the pitfalls of this type of investing. Hedge funds became popular when their returns shined during the market collapse at the … Read more
