Categories for Financing

Pre-FOCUS Event Interview with Shahar Plinner

by | October 1, 2018

Q: If a business owner takes one piece of information from this event home with them, what is the most important? Shahar: Taxes are not a “Dead End.”  Planning and Financial maintenance is like health care. If you are proactive and take good care of how healthy and clean the business is – it will... View Article

Financial Stewardship in Business

by | February 5, 2018

Our FOCUS event this month will highlight the impact of the new tax law changes for your business.  I cannot speak with any authority on that topic, but, in my opinion, the tax changes simply highlight the importance of strong financial stewardship of your business.  We spend a lot of time as business owners focused... View Article

So You Want Investors – Are You Sure?

by | January 6, 2016

When talking with clients about their annual goals, cash flow and fundraising is a common theme. Many are looking for growth capital and are keen to bring on investors. To them, investors = money and money is good. But there are many factors to consider when thinking about investors for your business. 1. What kind... View Article

Understanding Deferred Compensation- The Basics of What you Need to Know

by | September 13, 2012

Guest blog provided by Kristofer Gray, Principal of Integrity Financial Corporation Millions of employees save for retirement by deferring a portion of their compensation into an employer-sponsored, tax-deferred savings plan. The majority of these are known as qualified plans and fall under the jurisdiction of ERISA guidelines, which means they are subject to certain limiting... View Article

Options for Financing Your Company in 2012- part 2

by | May 14, 2012

Our guest blog comes from Michelle Goerdel, President, Biz Loan Link. This is continued from last weeks post on options for financing your company. 6)      Angel investors generally use their funds to invest in very early stage companies that are just starting to produce revenue or may not even be at the revenue stage yet.... View Article

Key Considerations in Alternative Financing

by | May 1, 2012

For businesses looking to grow in the recovery, cash is still hard to find.  Most bankers I talk with say they are open for business and actively looking to lend to businesses.  However, the reality is that many businesses – even long standing, established businesses — that need cash for expansion and growth will not... View Article

Valuation – “Part Art, Part Science”

by | April 27, 2012

Often in our practice we hear business owners talk about the “fair market value” of their business, or speak of obtaining a valuation of their business as a definitive answer.  Business owners often have the perception that a valuation is absolute, objective, and definitive.  It’s the final word, right?   Far from it.  We learned... View Article

Valuation- An Analytical Exercise

by | April 10, 2012

Our guest blog post this week comes from Mark Mitchel, Director of Valuation Services, Clothier & Head, PS.   A business valuation is an analytical exercise to determine the value of a business (or its individual assets), giving consideration to all of the factors that influence the operating performance of the business. Key valuation concepts... View Article