668

Showing 17–25 of 25 results

  • $1 doesn’t always equal $1 – Cash flow value is subjective

    October / November 2010
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: When valuing a company for sale, not only might a buyer’s valuator disagree with a seller’s valuator, but experts working for different prospective buyers can arrive at different conclusions. This article discusses judgment calls that are often part of the valuation process. It covers what buyers are looking for, the period of time the valuation might reflect, and how discount rates are calculated.

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  • Hiring a top-notch finance manager – Personality mix and motivation are key

    July / August 2010
    Newsletter: Dealer Insights

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: Finding a finance manager who can help lead a dealership to profitability is challenging: The person must have a special mix of traits and skills and be able to negotiate purchase prices, payment terms and service contracts with customers day in and day out. To get such top-notch talent, dealers should offer this pivotal player an income that’s both motivating to him or her and fair to the business. There are several ways to design an attractive incentive-based plan.

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  • Solving the puzzle — How to find the right-size discount or premium

    July / August 2010
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: Valuation discounts and premiums can be difficult pieces to fit into the valuation puzzle. They may be somewhat subjective, and valuators may use methods that preclude the need to subtract discounts — or add premiums. This article explains how discounts and premiums relate to marketability and investor control and how valuators typically go about finding and supporting them.

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  • Initial steps to integration success

    February / March 2010
    Newsletter: Merger & Acquisition Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: M&A deal participants usually focus their energy on such activities as pricing, due diligence and negotiations. Numerous studies and ample anecdotal evidence suggest, however, that poor integration is the most common reason that mergers fail to meet their objectives. Buyers need to get the process rolling before they tell employees or publicly announce the deal. It’s necessary to develop an “integration philosophy” and then form a team to implement a process consistent with that philosophy. Integration isn’t a monolithic task, but instead a collection of smaller, but critical, activities involving employees, management, technology, products and clients.

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  • Have you considered a reverse mortgage? It can do more than just fund medical expenses

    Winter 2010
    Newsletter: Management & Tax Concepts

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: Although many associate reverse mortgage arrangements with someone looking to fund an influx of unexpected medical costs, they can do more than just that. Many higher-net-worth individuals are using these arrangements to supplement their retirement income, allowing them to take trips or buy recreational vehicles. Some are taking out reverse mortgages to fund the purchase of a vacation home, or to make annual exclusion gifts or 529 college savings plan contributions. But there are risks, as well, so it’s important to get professional advice.

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  • Valuing options: Are you up for the challenge?

    March / April 2009
    Newsletter: Viewpoint on Value

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: Employee stock options (ESOs) can be an effective way for companies to attract and retain key employees and are popular among startups and technology firms, which tend to be cash-poor but offer significant growth potential. But accounting for ESOs became more complicated when the Financial Accounting Standards Board (FASB) issued Statement of Financial Accounting Standards No. 123(R), which eliminated the intrinsic method of reporting ESOs. This article explains that now companies must use the fair value method, requiring ESO issuers to enlist valuation expertise.

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  • 2 F&I compliance areas that demand your attention

    Winter 2009
    Newsletter: Auto Focus

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: Credit reporting laws and Truth in Lending/Regulation Z are two areas of consumer protection that continue to demand priority attention. To avert trouble, you need to develop clear policies and procedures and update them as needed; train F&I employees thoroughly; and monitor and enforce adherence.

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  • The inheritor’s trust – An estate planning strategy for your heirs

    July / August 2008
    Newsletter: Estate Planner

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: After a lifetime of building wealth, people usually are pleased with the thought of their loved ones being able to enjoy it after they are gone. To help them keep the assets out of their taxable estates — as well as enjoy protection from creditors and wealth building opportunities — educate heirs about the benefits of creating an inheritor’s trust. This article details the necessary steps to create an inheritor’s trust.

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  • Psst — wanna buy my construction company? ESOPs offer another retirement option

    March / April 2008
    Newsletter: Contractor

    Price: $225.00, Subscriber Price: $157.50

    Word count: 668

    Abstract: As many contractors near retirement, they begin to wonder what to do with their businesses. In many cases, the answer is to sell to a third party, transfer ownership to family or key employees, or liquidate. There is, however, another option worth considering — the employee stock ownership plan (ESOP). This article discusses the ins and outs of these increasingly popular arrangements.

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