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investors

Post image for How To Read And Interpret A 10-K

How To Read And Interpret A 10-K

by Mike Periu on May 6, 2011

in News and updates

The 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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When 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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When 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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When 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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What I Learned at the Kauffman Foundation

by Mike Periu on November 10, 2010

in News and updates

The 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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Warren Buffett is the most successful investor in the world because he knows that great companies make great investments.  Identifying great companies requires an understanding of accounting and the ability to read and interpret the basic financial statements: the income statement, balance sheet and cash flow statement.  Analyzing, tracking and [...]

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How to Use Your IRA to Fund Your Business

by Mike Periu on August 5, 2010

in News and updates

If you own a business or are thinking of starting one, raising capital continues to be key challenge.  Lending requirements remain stringent, home equity is no longer a quick source of cash and equity investors continue to be very selective.
Go to the article:  How to Use Your IRA to Fund Your [...]

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The Restoring American Financial Stability Act of 2010 is the most comprehensive piece of financial reform legislation to be considered by the Congress since the repeal of the Glass–Steagall Act in 1999.  Contrary to what the title of the bill might lead you to believe, key provisions target business owners and entrepreneurs directly.  [...]

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Financial expert Mike Periu will appear on CNN’s award-winning program CNN en Español. This time, he will be presenting: Latin American investors and Bernard Madoff Ponzi schemes.

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