If the succession or sale of your business is on the horizon, there are many steps to be taken before venturing down this road. You’ll need to tailor your strategy and financial approach to your unique needs and goals to ensure a successful transition. Here are some ideas to get you started.
For nonprofit leaders, managing an investment portfolio to support a charitable organization’s mission is a significant challenge. Proper investment stewardship requires the right blend of heart, dedication and expertise. Assessing whether an organization has the right elements in place for success is critical to ensuring its well-being. Here are three guideposts that are essential to building financial wherewithal within a nonprofit organization:
Congratulations! You are getting married again. There are probably other things on your mind, but let’s talk finances for a moment. Building the financial cornerstone of your marriage should begin well before you walk down the aisle for the second time. After all, your life is likely more complex than it was the first time around. Here are some concepts and ideas to help you make the right money moves before repeating “I do”.
After working with nonprofits for more than two decades, we’ve experienced first-hand how challenging it can be to create a focused investment approach. Interweaving the right elements into a strategy that marries your organization’s particular financial needs with the philosophical aspects of its charitable aims is a formidable task. As a starting point, here are three questions that can help shape your thinking around this critical process.
The beginning of a new year is the perfect time to review where you have been and where you are going, especially when it comes to your financial well-being. Think of it as an opportunity to reflect on the big picture and make any necessary tweaks before the year gets away from you. Here are six tips to put you on track for a great 2018.