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Showing 1–16 of 19 results

  • Ways to help borrowers qualify for affordable financing

    June / July 2019
    Newsletter: Commercial Lending Report

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Small businesses may benefit from obtaining financing from lending institutions at strategic points in their trajectories. That may prove impossible, though, if they’ve neglected to establish a good business credit score. This article suggests some ways that lenders can provide their borrowers with valuable advice on how to up their credit game. It further notes that established business credit is an intangible asset that can make a borrower more attractive to potential investors.

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  • GARP investing seeks a middle ground

    March / April 2018
    Newsletter: Planning for Prosperity / Wealth Management Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: This article discusses the investment philosophy known as growth at a reasonable price (GARP). By combining aspects of growth and value investing — two common but often seemingly opposing investment styles — GARP can be a worthwhile strategy for investors who prefer to occupy a middle ground.

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  • What to consider when forming an investment policy

    Year End 2016
    Newsletter: Nonprofit Agendas

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: This article looks at the process of forming a nonprofit’s investment policy. Steps adopted from the Texas State University Development Foundation are highlighted, including stating investment objectives and constraints, describing performance measures, specifying spending rate and asset allocation, and defining prohibited investments and portfolio rebalancing.

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  • Business valuation 101 – What you should know about the appraisal process

    Winter 2016
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: It’s important that business owners know the current value of their business. Even if they’re not considering selling their company or otherwise transferring its ownership right now, it could happen sooner than they think. This article addresses the cornerstones of the business valuation process, including the purpose of the appraisal and the appropriate standard of value to use.

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  • Clients and firms win with portfolio pricing

    Summer 2015
    Newsletter: Law Firm Management

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Portfolio pricing, which involves charging a fixed fee for a series of legal matters, is one of the best ways to attract and keep expense-conscious clients. Such pricing can help firms achieve greater profitability and more predictable cash flow. This article summarizes the advantages of portfolio pricing and urges firms to work with a financial advisor when setting rates.

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  • What’s goin’ on? The power of job status reports

    May / June 2015
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Every construction company needs to respect the power of job status reports. These documents, clearly established and regularly refined, can mean the difference between keeping a good job rolling and letting a bad job happen. This article discusses the importance of accuracy, timeliness, updated cost data and communication in the critical process of reporting on project progress.

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  • Bonding outlook: A familiar scene in 2014

    Winter 2014
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Generally, when it comes to bonding, contractors should anticipate a pretty familiar scene in 2014. Sureties will likely continue to see the positives in the construction industry along with the negatives. As always, though, startup construction companies could have a tougher time. This article discusses ways to increase working capital and maintain a strong relationship with a dependable surety.

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  • To preserve your wealth, consider a DAPT

    October / November 2013
    Newsletter: Insight on Estate Planning

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: For affluent families with significant liability concerns, foreign asset protection trusts (FAPTs) probably offer the greatest protection against creditors’ claims. But those who prefer to avoid the complexity and expense of an FAPT should consider a domestic asset protection trust (DAPT) instead. This article notes how a DAPT can offer protection against creditors, but also discusses its main disadvantage.

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  • Family businesses: When selling is the only option

    June / July 2013
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Selling a family business can be harder than selling other types of closely held companies. The time investment, friendships and loyalties associated with the company have little value to outside buyers, who see it only as a business opportunity and view the company more critically than its owner might. This article explains how good, professional advisors can enhance a company’s value.

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  • Help your valuator help you – How to ask the right questions

    March / April 2013
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Asking the right questions and obtaining clarification up front can help business owners, attorneys and other interested parties get the most from a valuator’s expertise and avoid costly mistakes. This article suggests several points to investigate when engaging a valuator, including their credentials and professional experience as well as their ability to explain the appropriate standard of value and the valuation’s purpose. The article states that the more clients understand about the valuation process, the better able they will be to ask the right questions.

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  • High construction costs prevail — Tips on how to control overall project expenses

    January / February 2013
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Construction costs were generally high for building materials in 2012, and the Associated General Contractors of America (AGC) is predicting a long road before costs start to stabilize. This article offers tips to help contractors keep building costs under control. It addresses areas such as forming a construction team early, scheduling projects during normally slow seasons, managing fuel costs and employing value engineering.

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  • Keep your M&A deal’s details under wraps

    Year End 2012
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Whether intentional or inadvertent, leaks can hurt a deal — even one among privately owned middle-market companies. But this article shows that management can take steps to ensure that confidential information stays that way. Specifically, M&A parties should carefully manage documents and communications technology, and limit the number of participants in the deal process.

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  • The Dirty Dozen — 12 appraisal red flags to watch out for

    November / December 2008
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: Evaluating a business valuation can be a daunting task for business owners, divorcing spouses and attorneys. But reviewing an appraiser’s past valuation report before hiring him or her can help assess an appraiser’s qualifications. This article lists some common red flags indicating that an inexperienced or unqualified appraiser has performed a valuation. (Updated 11/30/12)

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  • Don’t let workers’ compensation costs get the upper hand

    Fall 2011
    Newsletter: On-Site

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: When profit margins are uncomfortably tight, as they’ve been for many contractors in recent years, a sizable injury claim (or series of claims) can be devastating. This article takes a look at the key elements of workers’ compensation claim management and some ways contractors can keep these costs from getting the upper hand. It discusses the importance of “experience modification ratings” and offers ways to create a safer work environment.

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  • No hats involved – Discounts for lack of marketability call for a detailed process

    Winter 2011
    Newsletter: Expert / Valuation & Litigation Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: When calculating any valuation adjustment, an appraiser obviously can’t just pick a number out of a hat. But the discount for lack of marketability (DLOM) is an often-contested valuation adjustment that requires a particularly detailed process. This article shows how appraisers use empirical evidence, such as restricted stock studies and pre-initial public offering studies, to quantify a DLOM percentage for noncontrolling private business interests. But appraisers are also digging deeper than just empirical study averages to obtain more meaningful, defendable comparisons.

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  • Minimizing the bite of property taxes

    November / December 2010
    Newsletter: Real Estate Advisor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 644

    Abstract: With many states and municipalities coming up against budget shortfalls, real estate owners and investors will likely see property tax hikes in the near future. But this article explains that there are three ways to minimize the pain: Watch out for double dipping, understand how cap rates affect property tax assessments, and take available tax credits.

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