5 Ways to Increase Your Portfolio 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....
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Out-of-Court Debt Restructuring
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...
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The Advantages and Disadvantages of Convertible Securities for Companies and Investors
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...
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ESPPs: Good for Compensation and Employee Engagement
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...
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How Solar Companies Can Generate More Value
Global demand for solar power is on the rise and rightfully so: it is an efficient form of green energy and a renewable solution toward lowering greenhouse emissions and addressing climate change. Government incentives, tax rebates, and lower prices have fueled...
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Why You Should Value ESOP Share Prices Annually
Employee Stock Ownership Plans (ESOPs) have become commonplace in the United States, with 6,669 plans covering 14.4 million people. ESOPs are a fantastic option for private companies that want to reward and motivate employees by providing them with equity, but how and...
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How Trademarks Generate Revenue for Businesses
Some of the most valuable trademarks are also the most recognizable company names: Google, Microsoft, Walmart, Mercedes, and others. However, trademarks protect more than corporate names. They also safeguard logos, designs, product names, taglines, and more....
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Retrospective Appraisals Could Help You Deal With Damaged Equipment
Fire, floods, earthquakes, and tornados; theft, vandalism, and negligence. Whether it is mother nature, an untrustworthy employee, or simply an error in judgement, business losses are a reality that cannot be ignored. When business owners suffer an equipment loss (and...
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When Business Appraisals are Necessary for Tax Purposes
There are several common tax scenarios that require business owners to determine a justifiable dollar value for their companies. Business valuations are critical for gift and estate tax liability purposes, and/or to engage in the sale of your business. In all of these...
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Separating Unicorns from Horses: Why Most Billion Dollar Startups are Overvalued
Upon close examination, most startups with valuations in excess of $1 billion, known as unicorns, turn out to be pretty horses in disguise. A recent study performed by professors at Stanford University and the University of British Columbia found that without the use...
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