Category Archives: Uncategorized
Corporate Finance Basics for Directors and Shareholders
Today I’m sharing the video, Corporate Finance Basics for Directors and Shareholders, as well as the transcript from the video. In the presentation, Travis W. Harms, CFA, CPA/ABV, senior vice president of Mercer Capital, offers a short, yet thorough, overview of corporate finance fundamentals for closely held and family business directors and shareholders.
Dividend Policy Is Part of Corporate Finance for Private Companies
Business owners are faced with three universal questions as they run their businesses. These questions are addressed by every business every year, one way or the other, directly or indirectly, consciously or unconsciously. This post addresses these three questions.
SoftBank’s Uber Deal Hits Snag
Some Shareholders Say Offer Too Low Amidst More Bad News for Uber
Softbank wants to invest $10 billion in Uber, mostly by buying existing stock from shareholders. However, some shareholders resist, apparently thinking the price is too low. And there’s more bad news for Uber in London.
2017 Extraordinary Banking Awards
Advice for Community Bankers and the Rest of Us
I recently attended the 2017 Extraordinary Banking Awards ceremony hosted by the Emmerich Group. I was honored to be a judge. I also learned several good things from being there and share the ideas in this post.
SoftBank Wants to Invest in Uber at a Discount to Its Latest Implied Pricing
What Will Happen?
In today’s post, we discuss Softbank’s proposed investment in Uber.
Interim Time
Recognizing This Important Concept Can Be Key to a Successful Life
What are you doing today to be sure you are ready to spend the time after you retire or sell your business, i.e., the rest of your life, in the style you desire with the resources needed to take care of you and your family and any other charitable desires you may have? This post […]
Business Valuation for Exit Planning
Recent Speech for the North Texas Exit Planning Institute
I spoke to the North Texas Chapter of the Exit Planning Institute on September 8, 2017 on the topic of Business Valuation for Exit Planning. I appreciated the opportunity to address the group.
Customer Attrition and Growth
Lessons Learned from Studying Bank Core Deposit Relationships
This post discusses how understanding core deposit intangible assets in a bank valuation taught me about customer attrition.
Buy-Sell Agreements
The "Words on the Page" Define the Valuation Assignment for the Parties or for Business Appraisers
The pricing mechanism is that part of a buy-sell agreement that defines how the price for transactions triggered under it will be determined. There are three basic types of pricing mechanisms: Fixed price buy-sell agreements. The price at which transactions occur is set by agreement of the parties within some buy-sell agreements. The price is set […]