Financing a Small Business: 4 Items to Remember
In December I had the honor of serving as a panelist for a discussion about small business financing, how to deal with bankers, sources of funding, etc. In preparing for the panel discussion, I wrote...
View ArticleROBS Transactions – Be Very Careful of Using Retirement Funds to Start a...
True scenario that happened a couple of years ago: A client asked the following: I have $20,000 in a retirement account with a former employer. My husband wants to start a new business. We were...
View ArticleTips For Financing a Small Business: Part 1 of 5 — There’s Going to Be...
In February of 2014, I wrote a blog post titled “Financing a Small Business: 4 Items to Remember.” Over the next few weeks I’m going to expand on the 4 things from that post, plus a bonus 5th item that...
View ArticleFinancing a Small Business, Part 3 of 5: Tell Your Accountant Before You...
In February of 2014, I wrote a blog post titled “Financing a Small Business: 4 Items to Remember.” Over the next few weeks I’m going to expand on the 4 things from that post, plus a bonus 5th item that...
View ArticleFinancing a Small Business, Part 4 of 5: Don’t Spend Money Just to Get Tax...
In February of 2014, I wrote a blog post titled “Financing a Small Business: 4 Items to Remember.” Over the next few weeks I’m going to expand on the 4 things from that post, plus a bonus 5th item that...
View ArticleFinancing a Small Business, Part 5 of 5: Know When to Keep Quiet With the Banker
In February of 2014, I wrote a blog post titled “Financing a Small Business: 4 Items to Remember.” Over the last few weeks I’ve expanded on those 4 things, and today the series concludes with a bonus...
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