
What We Think
Managing Your Private Business as Part of Your Investment Portfolio
Owners of a small or medium-sized business need to pay extra attention to how their company impacts their portfolio. By addressing its unique nature as an investment, both their company and portfolio will be more valuable.
Borrowing Money? Investor funding? How much will it cost to fund your company’s growth?
Your company is growing. You are doing what it takes to fund the growth, but are you considering the cost of financing? Are you holding large balances on your credit cards rather than seeking a bank line of credit? Are you looking for an investor without having considered an SBA loan?
Is your business ready to sell?
Are you ready to sell your business? What do you need to keep in mind before moving forward and sell your business? A few quick questions you can ask yourself to know if your business is ready to sell.