668
Showing 17–28 of 28 results
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Internal controls – How can you deter fraud effectively?
July / August 2014
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 668
Abstract: Dealers who have a strong internal control system in place might sleep more soundly. A strong system begins with detailed and accurate financial information and a systematic means of frequently monitoring such data. This article offers a number of tips to help dealers achieve this and nip fraud in the bud.
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Putting property in your portfolio – Real estate investors seeking income may look to REITs
November / December 2013
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 668
Abstract: Generally, the drawbacks of owning individual commercial or residential properties outweigh the advantages — there are issues regarding diversification, liquidity, and the amount of attention required. So, to obtain the income and diversification benefits of real estate without the challenges of direct ownership, many investors instead turn to a more convenient alternative — real estate investment trusts (REITs). This article explains how REITs work and how they might — or might not — be advantageous for particular investors.
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Tips for setting and meeting your dealership’s 2013 goals
November / December 2012
Newsletter: Dealer Insights
Price: $225.00, Subscriber Price: $157.50
Word count: 668
Abstract: Auto dealerships often find setting, monitoring and meeting objectives for the coming year to be difficult tasks. This article offers some advice for developing — and reaching — annual business objectives. It shows how to identify objectives and have them meet certain “S-M-A-R-T” criteria. It also looks at how to monitor progress and ensure the dealership is meeting its goals throughout the year.
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$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.