Aug 7, 2021An Initiation Into Private Equity FundsWhat is a Private Equity Fund and Should You Invest? Most people are familiar with the concept of a stock exchange and publicly traded shares of companies listed there. But the private equity market is less understood, perhaps because it is dominated by deep-pocketed institutional players like pension funds. But accredited investors may also buy private equities-essentially, shares of companies…Private Equity5 min readPrivate Equity5 min read
Jul 30, 2021Three Reasons the Consumer Goods Industry Should Be On Every Investor’s RadarConsumer Staples are Often Overlooked, But They’re Always Reliable Investors don’t often see the immediate value of the consumer goods industry and dismiss the industry as a non-factor in their portfolios. Perhaps the overall perception that consumer goods grow slowly and steadily is not as exciting as the ups and downs of investing in real estate or startups. …Consumer Goods4 min readConsumer Goods4 min read
Jul 28, 2021The Importance of Valuing Your Online Business Assets for a SaleInclude These Online Business Assets in Your Valuation to Potential Buyers The value of your online business assets, such as an effective website or database of digital subscribers, is just as important in the 21st century as the value of your company’s real estate or cash assets. The ability to create an online experience for a brand and to use online…Online Business5 min readOnline Business5 min read
Jul 23, 20213 Advantages (and Disadvantages) of Owning a Franchise for Aspiring EntrepreneursWhat Can You Expect After Buying a Franchise? The franchise industry is booming, as more and more people take note of the advantages of buying a franchise. Chances are you’ve already engaged with a franchisee at some point today, whether it was stopping in for a morning coffee or hitting the gym to burn it off. …Franchise5 min readFranchise5 min read
Jul 22, 2021Steps for Protecting Business Sale ConfidentialityHow Non-Disclosure Agreements and Transaction Advisors Can Save a Business Deal Selling your business is not like selling a home, where spreading the word to more potential buyers can up the chances of a deal. Confidentiality in a business sale is necessary to protect the sale and maintain business value. Consider the infamous confidentiality breach during the acquisition of T-Mobile: In…Business Confidentiality8 min readBusiness Confidentiality8 min read
Jul 21, 2021Don’t Depend on Insurance: How to Proactively Assess and Manage Business RisksSafeguard Your Business with a Solid Risk Management Plan All business entities face risk. Some aspects are insurable, while some are not. But just because it’s insurable, does that mean you should buy insurance? Organizations today are transitioning from simply purchasing insurance to establishing a full risk management plan. Managing Four Types of Business Risk Businesses face four types of risk:Business Risk Management3 min readBusiness Risk Management3 min read
Jul 16, 2021Investing in Cannabis: How Investors are Chasing the HighAs Legalization Nears, Marijuana and CBD Investment Opportunities Surge Cannabis-infused beer? How about Cannabis Gummy Bears? With more states legalizing marijuana for medical and recreational use, the opportunities for investing in cannabis are now endless. Recently, Senate Majority Leader Charles Schumer (D-NY) proposed legislation to end the federal prohibition of marijuana, stating that he will make legalization a priority…Cannabis4 min readCannabis4 min read
Jul 14, 2021Alternative Asset Investments May Help When Stocks DeclineIn a Bear Market, Investment Diversification is an Attractive Option Diversifying your portfolio with alternative asset investments is a necessary step to help cushion your portfolio against stock market volatility. While the last bear market in early 2020 (spurred by the COVID-19 pandemic) was the shortest in Wall Street history, bear markets have lasted as long as 61 months. …Alternative Assets5 min readAlternative Assets5 min read
Jul 8, 2021‘Know Thy Numbers’ Installment 5: Inventory AccountingThe Basics of Inventory Accounting The 2020 annual financial statements of The Home Depot, Inc. reported its merchandise inventories at January 31, 2021 as $16,627,000. The company’s annual report provided the following additional disclosures in its itemization of Critical Accounting Policies: “We value the majority of our inventory under the retail inventory method, using the…Inventory6 min readInventory6 min read
Jul 7, 2021Acquisition Risks: That Company May Be Good to Own, but Tough to BuyA Thorough Acquisition Risk Assessment Can Help Avoid Buyer’s Remorse Sometimes what feels like a once-in-a-lifetime deal can be less lucrative than you thought after weighing the acquisition risks. Acquiring a company may increase customer base or cash flow, but its labor dynamics or opportunities for new markets may not justify the risk of purchase, leading to potential buyer’s remorse. …Aquisition4 min readAquisition4 min read
