Articles

AM&AA Task Force Licensure Update — last modified 2008-05-21 12:38

 

M&A Licensure Letters of Support from Affiliated M&A Associations — last modified 2008-01-30 11:26

 

Helping Family Companies Succeed — last modified 2008-03-04 18:27

Family businesses have an important role in every society and economy. When well managed, they can surpass other businesses. But success does not come easily. Family businesses face the special challenge of balancing the perspectives family, management and ownership. These points of view are related but distinct and each must be considered and managed. In this article we look at methods for maintaining the balance of perspectives in a family business: the use of regular family meetings as a forum to raise and address family issues; the coordination of ownership by regular shareholders’ meetings and an up to date shareholders’ agreement; and the benefits of using an active board of directors to oversee management.

ACW Meeting Articles — last modified 2007-01-10 12:26

Plans for 2007

Business Owners Choose a Transfer Value — last modified 2006-02-01 23:17

For financial planning to be effective, planners must be able to help clients identify their financial goals, develop strategies that will promote the realization of those goals, and ultimately execute tactics to achieve the goals. Understanding the linkage between transfer motives and business values empowers planners to help clients develop and execute their financial plans. This knowledge also enables planners to leverage existing skills, which creates value for the client and the planner.

BVX Income Approach — last modified 2006-02-01 21:47

Business ValueXpress (BVX) uses basic principles of finance. However, it differs from traditional valuation in its assumption of how capital markets function. Unlike traditional valuation, BVX does not assume constant capital structure and continuous debt refinancing. Instead, BVX assumes that debt has priority over equity and has to be repaid. This is a market reality in leveraged transactions.

Converting Business Value to Personal Wealth — last modified 2006-12-18 12:51

The "How-To" Manual for Maximizing the Sale Value of Your Privately-Held Company

Corporate Finance — last modified 2006-02-10 12:27

Corporate Finance is a specific area of finance dealing with the financial decisions corporations make and the tools as well as analyses used to make these decisions.

Creating Value from your Intangible Assets — last modified 2006-02-01 21:47

From companies surveyed, the following intangible assets were essential upon a company's future success: relationships, knowledge, leadership and communication, culture and values, reputation and trust, skills and competency, processes and systems

Creating Value through Strategic Acquisitions-The impact of succession and estate planning when buying a company — last modified 2006-07-24 09:43

(Cherry Hill, NJ) March 20, 2006 – Mr. James J. Kirlin, Sr. Director, and Mr. Stephen R. Raymond, Managing Director of Investment Banking are some of the contributing authors for The Family Business Policies and Procedures Handbook, published by Family Business Publishing Company, Philadelphia, PA. The Family Business Policies and Procedures Handbook is a resource for family firm owners, managers and advisors. The handbook is a compilation of articles and the experts best advice offering strategies and techniques contributed by psychologists, wealth advisers, or attorneys who have dedicated their careers to helping business owners build and sustain their companies.

The Imperative for Growth — last modified 2006-02-10 12:33

Let's talk further about your personal needs and objectives. If you feel you may need more time, there are many moves you can make today to improve profitability and establish future growth potential.

Transition Aid for Midmarket Entrepreneurs — last modified 2006-01-26 13:52

CHICAGO - With the onset of retirement for baby boomers, some business owners in that age bracket are faced with numerous estate-planning challenges: sell the business to another party, liquidate it among family members or continue running it in semi-retirement. But for an overlooked part of the business sector - the so-called middle market - there are few resources to assist with making those decisions.

Passing on the Crown - Family Businesses and How a Family Firm can Avoid a Succession Crisis — last modified 2006-03-13 11:08

More family firms are facing up to their biggest problem: avoiding a crisis as the business passes from one generation to the next

The Devil Is In The Details — last modified 2006-05-23 15:06

When you don't know what you don't know: Five Steps for Evaluating Business Valuations..How do you know that a business valuation you receive from a financial analyst is properly done? How can you tell it meets the proper standard of value for the scenario for which you requested it?

High-voltage networking — last modified 2006-10-02 12:08

How to develop business-generating relationships

Exit Options for Small Businesses: What to do when it is Time to Move On? — last modified 2006-09-28 10:35

Starting your own business is a daunting task. An entrepreneur invests time, sweat and money to build a business that has no guarantee of ever turning a profit. As a business owner myself, I understand that the time and attention an owner dedicates to growing and nurturing a company can easily be compared to a parent raising a child. Therefore selling a company that you founded or have owned for a long time is an emotional process comparable to watching your child leave for college. Many business owners, especially small business owners, are unprepared when the time comes to sell their business. While business owners are skilled at operating their own company, most have not sold a company before and are therefore often overwhelmed by the whole process. This article will outline the various reasons why small business owners sell their businesses, identify goals that owners seek to achieve in an exit, and describe the types of exit alternatives available to small business owners.

Solution Directory — last modified 2007-11-27 02:48

Midmarketplace.com has launched a new "Solution Directory". Find solutions by "Type of Solution" or by "Provider Name". Call us at 877-844-2535 to be included on the Solution Directory.

Raising Capital and Developing Exit Strategies for the Closely Held Business Owner: A Tutorial for FinancialProfessionals — last modified 2007-03-27 14:44

This article will detail a number of concerns of the 21st century small-to-middle market business owner and the ways in which financial professionals can help address those concerns, including raising capital to support the growth of a business and, ultimately, deriving liquidity from the significant amount of wealth tied up in a business.

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