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I’ve written several articles recently on the lack of participation and planning on the part of business owners when it comes to preparing for retirement. Small-business owners tend to concentrate most or all of their wealth in one asset: their company.
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Continue ReadingFor small-business owners seeking funds from investors or lenders, it’s almost a certainty that your personal credit will be reviewed as part of the process. Since many small-business owners are intimately tied to their businesses, it’s difficult to imagine…
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Continue ReadingU.S. investors have over $10 trillion in retirement accounts like IRAs and 401(k)s. These accounts require investors to make decisions about what to do with their money. Unfortunately, financial literacy tests generally show that we as consumers simply don’t know enough about finance and investing to make good decisions.
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Continue ReadingStarting in July of this year, the major U.S. stock markets, as well as some foreign ones, started a rally that is now starting to fizzle out as stock prices decline across the U.S., Europe, Asia and Latin America.
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Continue ReadingWhen trying to borrow money from a lender or raise capital from an investor, it’s expected that you make certain documents available, including a business plan, income statement, balance sheet, cash flow statement and of course your projections.
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Continue ReadingThe 10-K is one of the most important financial filings required by the SEC. All companies with publicly-traded securities must file one within 90 days of the close of their fiscal year. If you need to conduct in-depth research into a competitor, potential client or strategic partner, the 10-K is a [...]
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Continue ReadingWhen presenting financial models, both form and substance are important. It goes without saying that your assumptions need to be justifiable, the balance sheet, income statement and cash flow statement need to be linked and that the overall story behind the numbers needs to be attractive to investors. But how the [...]
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Continue ReadingWhen it comes time to pitch your company to investors, most business owners play it safe. They have their traditional PowerPoint presentation that includes the Mission, Vision, Product description, management team experience, sales strategy, financial projections and competitive advantages. That’s fine, but it isn’t enough to convince investors to write [...]
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Continue ReadingWhen it comes time to pitch your company to investors, most business owners play it safe. They have their traditional PowerPoint presentation that includes the Mission, Vision, Product description, management team experience, sales strategy, financial projections and competitive advantages. That’s fine, but it isn’t enough to convince investors to write [...]
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Continue ReadingThe Ewing Marion Kauffman Foundation is the largest foundation in the world dedicated to Entrepreneurship. With an endowment of over $2 billion, the foundation deploys its resources to the study of entrepreneurship, innovation and the improvement of educational opportunities. Its vision is to foster “a society of economically independent individuals who [...]
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I can teach you proven strategies for growing sales and for raising money from investors. I founded EcoFin Media, Trans 24/7 and Proximo International.
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