Tag Archives: Financing

You Are What You Eat (or Where You Get Your Investment)

“Tell me what you eat, and I will tell you what you are,” said French lawyer and epicure Jean Anthelme Brillat-Savarin.  Similarly, tell me where you got the investment for your business and I will tell you what is in store for your business. Each… Continue reading

Long-term Investment Value the Clif Bar Way

On a plane last week, I read the book Raising the Bar by the founder of Clif Bar, Gary Erickson.  Great book — particularly good at ideas around long-term investment. Erickson wanted to manage his company in a way that was not aligned with traditional… Continue reading

Optimal Owner for a School — Not Private Equity or Wall Street

The School Business Finding a perfect match between a business and an owner is not easy.  This hit home to me last week at a gathering for private post-secondary schools in California where I heard an owner of a private, post-secondary school describe an epiphany… Continue reading

Honey, I Shrunk the Definition of “Long-Term Investing”

Defining Long Term Investing Three years is “long-term investing” according to a discussion I attended last week.  The discussion was among a handful of family office investors who help manage money for Haim Saban (participated in sale of Fox Family to Walt Disney), Eric Schmidt… Continue reading

50th Post Since April — How am I doing?

Today’s post marks my 50th blog post since I began the blog on April 22, 2012.  To me, it feels good to be writing posts and I hope it is helpful to some business owners and investors out there.  To make sure it is helpful,… Continue reading

“Strategy Follows Structure” — John Bogle on Investment Funds

Investment Fund Structures “You are what you eat” is the common phrase about nutrition.  With investing, I think a corollary should be “you are where & how you get your capital”.  This is particularly true with any type of investment fund as John Bogle, the… Continue reading

Mezzanine Financing – A Guide for Business Owners

Mezzanine financing is a type of debt financing that sits between bank loan financing and equity financing in a company’s capital structure.  This post is meant to be a general overview of mezzanine.   I recommend that all business owners should know about this financing option… Continue reading

Facebook Governance and ISS — I Support Zuckerberg

For each unique company and unique situation, I believe they should utilize business structures, financing strategies, and all other tools that help them keep their company unique.  For this reason, I cheer on Mark Zuckerberg and Facebook for their ability to utilize unique investment terms… Continue reading

Tax-Free Entities Supported by Greybull Stewardship

Are you still paying two-levels of tax on the income from your business? If your company is a profitable, cash-generating business, it is a large advantage to be organized as a flow-through entity for tax purposes (S Corporation or Limited Liability Company). As most of… Continue reading