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The Next Great Frontier For Asset Gathers

The Next Great Frontier For Asset Gathers If you’ve ever investigated variable annuities or variable life insurance you know that the investment options consist largely of “mutual funds.” For some years now the large U.S. mutual fund companies have offered both retail funds and funds offered solely to insurance company separate accounts (i.e., “insurance dedicated...
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How Can I Get a Loan?

How Can I Get a Loan? Quote- Show me the money! –  Jerry Maguire For years, entrepreneurs have known that you need time, people and money to make a business successful… and getting enough of each is always a challenge.  It is impossible to control time and the right person may be difficult to find,...
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How Do I Prepare My Business for Sale?

How Do I Prepare My Business for Sale? Quote – “Nobody expects The Spanish Inquisition!” – Cardinal Ximenez, Monty Python Series 2, Episode 2 For those who have heard from a friend or colleague who successfully sold their business, certain details surrounding the process itself sometimes get omitted.  The endless series of questions, the mountains...
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The Fund of One

The Fund of One The “fund of one”, it sounds very Zen-like. I could imagine the phrase being used in a marketing campaign for some private bank or trust company. However, the “fund of one” is much more practical than spiritual. Imagine you are a high net worth individual (I imagine that a lot…), and...
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Equity Sharing – Avoiding Remorse

Equity Sharing – Avoiding Remorse Quote: “It’s good to be the King” – Mel Brooks (too many times to do attribution) So here is the scenario – you are running a solid business; you own 100% and everyone around you (including employees) are advising you to consider sharing ownership. In private, you mull this over...
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Holidays Around the World in October

Holidays Around the World in October Fall is here! Although today’s 80 degree weather might make you think twice. Check out the below table to learn what holidays people are celebrating around the world in October!     Previous Post Next Post
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Sun Capital: Follow-Up

Sun Capital: Follow-Up July 31st of this year I blogged on the Sun Capital decision handed down by the First Circuit U.S. Court of Appeals, in my article entitled, “Attacking Carried Interest through the Back Door.” The following is an update, intended to inform you on what’s happened with the decision since then. On August...
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