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Keeping the family business in the family
March / April 2017
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 1020
Abstract: Transferring a family business to the next generation requires a delicate balancing act. Estate and succession planning strategies aren’t always compatible, and the older and younger generations often have conflicting interests. This article discusses strategies to resolve these conflicts and transfer the business in a tax-efficient manner. A sidebar explains how an ESOP can provide an effective exit strategy.
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Keep tabs on distressed borrowers
April / May 2011
Newsletter: Commercial Lending Report
Price: $225.00, Subscriber Price: $157.50
Word count: 1020
Abstract: Some borrowers continue to limp along — wounded and headed for failure — despite reports of a gradual economic recovery. Lenders who let their guard down are likely to get burned. This article offers the hypothetical case of Jane, a lender who was almost undone by blind trust in a long-time borrower. When the borrower became ill and his son took over, she didn’t immediately realize that he was in over his head. Fortunately, she took corrective actions in the nick of time. In a sidebar, Jane is more diligent in recognizing another borrower’s fraudulent activity.
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Discounted cash flow basics — A bird in the hand is worth two in the bush
November / December 2008
Newsletter: Viewpoint on Value
Price: $225.00, Subscriber Price: $157.50
Word count: 1020
Abstract: Valuators use discounted cash flow (DCF) analysis when applying the income approach, which derives value from anticipated future earnings. A key component of any DCF analysis is the discount rate, which is the rate of return used to convert a future monetary sum into its present value. This article describes the ins and outs of discount rates and how valuators support these rates with market data and credible methodology.