Category Archives: Entrepreneurship

What is “Holistic” Planning?

Financial planners use the term “holistic planning” frequently. It’s meant to indicate that they consider the client’s short- and long-term life goals and the future they visualize. According to Fidelity Investments Holistic Wealth Planning is continuous and considers two dozen … Continue reading

Posted in Entrepreneurship, Exit Options, Exit Planning, Exit Strategies, Leadership, Management | Tagged , , , , , , , , , , , | Leave a comment

Cash Flow Normalization

Cash flow normalization is done with the intention of identifying Earnings Before Interest Taxes Depreciation and Amortization (EBITDA) or Seller’s Discretionary Earnings (SDE). These differing measures are not interchangeable, but are used by different classes of buyers for different categories … Continue reading

Posted in Entrepreneurship, Exit Options, Exit Planning, Exit Strategies | Tagged , , , , , , , , , , , | Leave a comment

Private Equity Reputation

We began this series by saying that Private Equity reputation is as the Great Satan to some, and a savior to others, depending on the personal experience of the speakers. In fact, both reputations are well deserved, but neither can … Continue reading

Posted in Entrepreneurship, Exit Options, Exit Planning, Exit Strategies | Tagged , , , , , , , , , , , , | Leave a comment

Private Equity Leverage

Private equity leverage can dramatically increase ROI, but it can also be a trap. In our previous article, we discussed the general structure of Private Equity, how it works, and the types of Private Equity Groups (PEGs). They have grown … Continue reading

Posted in Building Value, Entrepreneurship, Exit Options, Exit Planning, Exit Strategies | Tagged , , , , , , , , , , , , | Leave a comment

Private Equity and Privately Held Businesses

Depending on who you are talking to, Private Equity is either the Great Satan or the savior of small and mid-market companies in the United States. The stories depend a lot on the personal experience of the speakers. Once a … Continue reading

Posted in Building Value, Entrepreneurship, Exit Options, Exit Planning, Exit Strategies | Tagged , , , , , , , , , , , , | Leave a comment