Blog
Charles Wilton Portfolio update
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk why he sold IBM and bought Oshkosh Corp. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These calls are recorded by Scott Plaskett and allow you to get a behind-the-scenes look at one…
Why You Should Fire Yourself
Republished with permission from Built to Sell Inc. If you find yourself in a position where your customers always insist on speaking with you directly instead of your employees, then you might want to consider shifting your structure so you can improve the value of your business. Here’s why: a business that can thrive without…
CC&L – Market Update and Investment Review Q3-2019
Your portfolio managers are constantly analyzing the market to help them make the best investment decisions on your behalf. It’s important for you to feel comfortable with these decisions, so we’d like to offer you the opportunity to better understand the process that portfolio managers use to manage your investment portfolio. We hope that it…
Ownership Has Its Privileges
Republished with permission from Built to Sell Inc. Walk down Nashville’s Lower Broadway any night of the week, and you can hear aspiring artists belting out cover tunes from Elton John to Garth Brooks. In many cases, these musicians come to Nashville to be discovered but pay their rent using the tips they get by…
Starting Vs. Growing a Business
Republished with permission from Built to Sell Inc. Most company founders are good at the first stages of entrepreneurship. But in the phases that follow, they may only be average. Just because you have a knack for starting companies, doesn’t necessarily mean that those skills translate well into growing one. There are celebrated cases of…
Being Stingy With Your Equity
Republished with permission from Built to Sell Inc. It can be tempting to offer shares in your company to finance its growth. These days, there are plenty of investors chasing promising new companies and, in today’s tight labour market, employees are getting more brazen in their demands for equity-based compensation. However, using equity as a…
The Hidden Downside Of This Common Management Idea
Republished with permission from Built to Sell Inc. Cross selling new products and services to your existing customers may be a great marketing strategy, but if your goal is to increase the value of your business, the added revenue may do nothing for your company’s value – and may even lower it. In order to…
Run Your Private Company Like It’s Public
Republished with permission from Built to Sell Inc. Small businesses often operate as if their sole purpose is to fund the owner’s lifestyle, but the most valuable companies are run with financial rigor. You may be years from wanting to sell, but starting to formalize your operations now will help you predict the future of…