Fourteen timely CARES Act considerations for small business owners.
As previously said here, the second time has been indeed a charm as many more businesses...
Three components of this new law.
The story, unfortunately, is a common one: Joe owns a great restaurant, the Mediterranean menu is terrific, the service...
Keep business going, but ultimately, protect yourself, your family, and your employees.
COVID-19 has been the largest cloud over all our heads across the world,...
Scaling your business requires understanding the types of investors and knowing the state and status of their portfolios.
The vast majority of venture capital and...
Key bank engagement steps to secure a small business bank loan.
Manuel Chinea, EVP, COO, Popular share a banker's perspective on securing small business loans...
Successfully grow your small business with these key guidelines.
Editor’s note: This the first in a video series from Latin Biz Today Spectrum of Success Event...
U.S. consulates are instructing applicants to file these five documents.
Editor's note: This is part 3 of this multi-part series. Note Part 1: The U.S....
Outside investors want to understand a business' strategy as well as its financial statements.
The need to raise capital from outside investors requires a great...
To secure funding it's essential to instill confidence with a professional and accurate financial summary
Securing a loan or other private funding is all about...
The E-2 Treaty Investor Visa enables international investment in U.S. small businesses- Part I
For foreign business persons interested in investing in the United States, the...
Learn these basic concepts and know them off the top of your head and you will be in a much better position to converse with those interested in knowing about your business!
Seven factors for small business owners to consider.
1. The Loan Amount
The loan amount should include the funds needed for both hard costs and soft...
A small business owner's management of key financial initiatives is directly tied to it's level of success.
Business owners wear many hats, including that of...
For any acquisition it's important for both buyers and sellers to have a dialogue about company value.
Buyers and sellers of companies of course have...
Good financial management is vital to small business success. The money people know it and will therefore be more responsive to funding requirements when they see that management has full comprehension of all aspects of the financials reports.
What's the immediate impact and ripple effect?
The Immediate Impact
There will be no more loan closings under the SBA 7a program, except for those loans...
Mergers and acquisitions require finding the right skill set within the company to successfully execute
As small companies begin to face strategic competitive and growth challenges,...
This is one of the most important decisions you will make for the future of your business. It is not as much fun as shopping for a car, but it is far more important to your success.
When attempting to reduce one’s debt, the Internal Revenue Service (“IRS”) needs to be provided with an accurate picture of one’s finances.
Editor's note: This...
For both the Seller that wants to sell its business and the Buyer that wants to purchase one, it’s important to be fully aware of the above-mentioned range of legal considerations and the various stages involved in the process to help ensure a smooth and successful transaction.
The standard deduction would be increased each subsequent year based on a chained consumer price index. The determination of each filing status is still as set forth as in the last tax code.
The Parties typically use the basic terms that were contained in the parties’ Letter of Intent (“LOI”), discussed in my last article, to structure the more detailed Purchase Agreement – be it an Asset Purchase Agreement or a Stock Purchase Agreement.
These nine steps will enhance the level of success in securing small business financing
Preparation is job one before seeking financing in all it's various forms. These will serve as...
My advice to my small business owner clients in these times of change.
How will small business owners take advantage of the tax savings and invest in...
Four Factors for Small Business Owners When Issuing Equity
In a previous article—Keys to Issuing Equity for Small Business Owners—we covered the idea that issuing shares of...
Small business owners should consider the financial and tax feasibility of installing solar.
If I understand the new tax cuts (and who really does given its...
Many small business owners have questions, but the answers are not easy to obtain.
.
Let's begin with ten key questions which best represent the most common questiona asked by small...
What are some ideas to implement in this climate if uncertainty? Here are five tried and true suggestions.
Typically, small business owners spend the last two months of...
Small business owners questions asked and answered.
Editor's note: This is a second in a series of common questions gathered from small business owners and respective answers by...
Small business owner's financial questions posed and answered by a small business advocate.
Editor's note: This is a first in a series of common questions gathered...
Small businesses need to ask these three questions to optimize financial flow.
If questions are truly answers, then small-business owners must ask themselves three simple...
Issuing an ownership equity in a small business is a common means to garner capital, but such an initiative poses legal risks.
Entrepreneurs seeking capital by way of conveying...
A 12 insight START and STOP roadmap bank assessment for small businesses.
Bank revenue is derived from lines of credit, term loans, merchant service accounts and deposits.
Another source...
Tax reliefcan be a boon for small business owners but challenges lay ahead.
Today’s small business owners who have survived the worst recession of our...
An actual Q&A exchange with a small business owner and finance expert.
Excerpts of a conversation between a small business owner and a financial consultant.
Small business owner:...
Planning to seek outside financing to expand your business? Here are 8 options and tips.
Creating and maintaining accurate financial records and forecasts will improve...
Angels, VCs, bootstrapping loans from banks and alternative lenders
Although bank loans are typically the first form of financing most new business owners think of, they are...
Small business capital hurdles-remedies and must read small business capital articles.
Whether growing your small business or applying for a start-up it's vital to address the...
Small businesses need working capital to grow is crowdfunding an option?
Most small businesses need working capital when they are in a growth mode.
They need...
As with any pitch, know your audience and its pain points.
Regardless of whom you are pitching for an investment or what stage of growth your company is...
Preparation and a good financial professional will ensure a comprehensive return
Well, it’s that time of year! Tax season is upon us.
Very soon everyone will...
Setting up records should also be accompanied by hiring the right accountant for your business
Start Up Handbook series part 6, Setting up your records, a bookkeeper, an accountant, hiring the right...
Navigating the nuances of buying or selling a business, part 2 three more rules of engagement
Whether buying or selling a small business it's important...
Working capital required for growth can reduce your profits if you don't plan ahead
Your customer base is expanding. You need to purchase more inventory or hire more...
If you have assembled the information referenced in the previous edition of Latin Business Today, you are almost there.
The most difficult document required to...
Three financing options for small businesses throughout the business life cycle
Whether the intent is to satisfy working capital needs, growth, or other endeavors, business owners...
The Federal government has cracked down on debt collectors using abusive/illegal practices
Back in January 2nd 2013 the first business day of that year, there was a significant change...
As this year's tax time dust settles you continue to oversee those books for business purposes to ensure the future success of your business.
As we all...
It's time to start your 2014 tax preparation...here's what's new
The Forms are coming indeed, the many tax forms needed for you to file your 2014 tax...
Why corporate taxes are bad for the USA, (or any country) and solutions on small business savings
According to the US Public Interest Research Group...
2 difficult lessons entrepreneurs must learn before an M&A deal
The author, Michael Carter, is the founding Partner of Carter Morse & Mathias, an investment...
Building Competency in a Merger or Acquisition-Part 4: Execution/Integration-The Final Step in the M & A Process
Mergers & Acquisitions (M&A) StrategyAuthors note: The activities...
Building Competency in Acquisitions-Part 3: The Approach- Basic Principles of the Transaction Execution
Mergers & Acquisitions (M&A) StrategyAuthors note: The activities that lead to the...
Building Competency in Acquisitions- Part One: Developing an M&A Strategy
Mergers & Acquisitions (M&A) Strategy- Author's note: The activities that lead to the identification and ultimate...
Entertaining clients is a great way to establish both professional and personal relationshipsbut the IRS requires you keep receipts and other documentation
When entertaining clients,...
