by Lform Design | Oct 23, 2019 | Business Valuation, Valuation
Every business owner understands the significance of protecting their growing company. Establishing a new business venture is a feat in an increasingly competitive market, but continuing to grow and become profitable is even more challenging. There are a significant...
by Lform Design | Oct 16, 2019 | portfolio valuation, Valuation
Periodically, institutional investors are required to report the values of their portfolio investments to their investors. The goal, of course, is to show an increase in the portfolio’s value. However, investing for growth while also managing risk is a tough equation....
by Lform Design | Oct 9, 2019 | Restructuring, Valuation
Sometimes a distressed business’ best path forward is to take advantage of the benefits of bankruptcy. Bankruptcy is a legal declaration of a debtor’s inability to meet and pay their liabilities, and it can play out in three ways. Chapter 7 involves a trustee...
by Lform Design | Aug 20, 2019 | Valuation
Convertible securities come in many forms—convertible notes, convertible bonds, and convertible preferred shares, to name a few. Generally, they are interest-bearing, fixed-income debt securities that may also be converted into a predetermined number of common stock...
by Lform Design | Aug 13, 2019 | Business Valuation
Employee Stock Purchase Plans (ESPPs) are an excellent way to maximize employee compensation at a modest cost, but the benefits go well beyond remuneration. A well-structured ESPP also engages employees by helping to create an ownership culture. Employees will do what...