Question: When you receive a recommendation from a friend or family member on something that you would consider a large purchase, what is one of the first things that you do for research?
13Sep 2017
18Aug 2017
As professional advisors, many of us have had long-term relationships with our clients. There is a phenomenon facing a large percentage of our business owner clients – and it is one of advancing age and having their wealth concentrated inside their privately held business. Everyone has heard the statistics about the baby boomer population approaching Continue reading »
19Jul 2017
If you want to create transferable value in your company, focus on moving your business up the mountain of value creation. As a business moves from one level to the next, risk is reduced and value increases significantly to a prospective buyer which can include any of the following: existing partners, management, family, strategic buyer Continue reading »
12Jul 2017
M&A advisors assist owners of privately held companies when buying or selling a business (typically through the purchase or sale of its assets). Like other professionals, M&A advisors come in different size firms and capabilities. While a larger firm may have multiple industry and product coverage groups, boutique (typically smaller) firms tend to specialize in Continue reading »
10May 2017
Are you thinking about renting a house or condo for your next vacation? While these rentals can be a great way for families and friends to share time together, scammers use them for traps, so it’s important to do your homework. Here are some tips to help guard against vacation rental scams: The Internet is Continue reading »
26Apr 2017
The announcement comes via regular mail, email or a phone call. You’ve won a big prize, and now it’s time to collect your money. All you have to do to claim the cash is pay a processing fee by supplying your credit card number, checking account number, or other personal information, such as your Social Continue reading »
12Apr 2017
Enhanced security credit and debit chip cards are being rolled out to consumers as a powerful new defense against fraud and counterfeiting. These cards contain an embedded computer chip that is personalized for your account and every in-person transaction generates a unique code, making them more secure by adding this extra safeguard against unauthorized use. Continue reading »
05Apr 2017
There are approximately 6 million companies in the United States with revenues from $1 million to $150 million. Baby boomers own roughly 50% of these businesses. Typically, the perceived value of the business by the owner represents 75% or more of their personal net worth. More often than not, a business owner has a much Continue reading »
29Mar 2017
There are many reasons an owner of a company might consider diversifying ownership. The timing for a change in equity ownership can be driven by a number of factors. Often it’s the natural progression of a majority owner seeking to diversify a portion of his/her net worth. For many business owners, private company equity ownership Continue reading »
15Mar 2017
Have you ever been curious about what St. Patrick’s day is really about? Take a look at these St. Pat’s stats for more information on this internaional day of celebration! Embedded from MGIC Connects
