Charles Wilton and how to invest in rising interest environment Comments0
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about how to invest in a rising interest rate environment. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. …
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Learning From Acquisitions That Fall Apart Comments0
Republished with permission from Built to Sell Inc. John McCann sold The Bolt Supply House to Lawson Products (NASDAQ: LAWS) at the end of 2017. McCann’s strategy involved learning from the acquirers who knocked on his door. He invited would-be …
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Growing Fast? Here’s What’s Likely To Kill Your Company Comments0
Republished with permission from Built to Sell Inc. If your goal is to grow your business fast, you need a positive cash flow cycle or the ability to raise money at a feverish pace. Anything less and you will quickly …
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Mike Flux – Market Update and Investment Alternatives Q1-2018 Comments0
Understanding the fundamental process that portfolio managers use to manage your investment portfolio can be beneficial to your financial peace of mind. Every so often I have an update call with our portfolio managers about what changes are occurring in …
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Successful Entrepreneurs Can Be The Doer And The Dealmaker Comments0
Republished with permission from Built to Sell Inc. Where do you sit on the doer vs. dealmaker continuum? On one hand, you have business owners who are really good operators. They have a plan, know their numbers and work that …
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Why did Charles Wilton bought JP Morgan Chase and Infosys recently in his portfolio? Comments0
In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These …
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How To Lure A Giant Like Facebook Into Buying Your Company Comments0
Republished with permission from Built to Sell Inc. A great business is bought, not sold, so, if you look too eager to sell your business, you’ll be negotiating on the back foot and look desperate—a recipe for a bad exit. …
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How To Avoid Disappointment When It’s Time To Cash Out Comments0
Republished with permission from Built to Sell Inc. How do you avoid not being disappointed with the money you make from the sale of your company? Perhaps you’ve heard that companies like yours trade using an industry rule of thumb …
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