MFD’s Post

#IBuyBusinesses Imagine, you've attracted a strategic investor, and the company experiences a surge in profits. While celebrating success, you realize the need for prudent financial management. A dividend clawback becomes a crucial tool to reallocate excess profits for reinvestment and sustained growth. How have you navigated this challenge? Share your experiences! #PrimeBuyouts #SellUsYourBiz #CEOInsights #DividendClawback #BusinessStrategy

Ever wondered what a balance sheet is and why it's important? It’s a key tool that shows what a company owns, owes, and how much shareholders have invested. #FinancialLiteracy #BalanceSheet #LeanOutset #FinancialEducation

Our Q1 2024 edition of Value Matters has been released! It includes observations on buy-sell agreements and the Connelly case, a reflection on Charlie Munger’s legacy, IRS Section 6166 and capital planning, and why now could be a great time to transfer company stock to heirs. Read more at the link: https://mer.cr/2WULQET. #value #familybusiness #buysell #capitalplanning 

I WENT BANKRUPT… Ever gone from success to bankruptcy? I did. Lesson learned: Looks aren't everything. In 2013, my focus on image over profit led to my first business's downfall. Let's talk about real business on the flip side. 🚀 #BusinessReality #LearnFromMistakes

This year’s first issue of Value Matters is out! This issue includes observations on buy-sell agreements and the Connelly case, a reflection on Charlie Munger’s legacy, IRS Section 6166 and capital planning, why now could be a great time to transfer company stock to heirs. Get it here: https://mer.cr/2WULQET. #value #familybusiness #buysell #capitalplanning

Transitions, whether unforeseen challenges or predictable events, can impact businesses large or small; a strong buy-sell agreement will help your client weather these transitions. Learn what to do – and what not to do – in our upcoming webcast, Buy-Sell Agreements: Top Drafting Mistakes and How to Avoid Them. https://lnkd.in/eNyi6hfD Join Kyle Lawrence and Matthew E. Rappaport, Esq., LL.M., Falcon Rappaport & Berkman LLP, for expert tips to draft clear and durable buy-sell agreements that will help your clients be prepared for these transitions and ensure that the ownership continues to operate fairly and in the best interests of the business and its partners. Register today: https://lnkd.in/eNyi6hfD #cle #alicle #buysell #agreements #business

Too much effort goes into company profit so that they can return shareholder returns. You are more important

As a shareholder or co-director of a company, have you considered the potential risks of not having any insurance or agreements in place for your shares? 🤔 If a shareholder passes away, their shares will pass on to their family, NOT the business, leaving some potential problems. 🔸️Remaining shareholders could be working for the same money but extra workload if the new shareholders don't share the same passion or knowledge for the business. 🔸️ Families stuck with shares that have a huge value but they've got nothing to show for it other than additional workload they didn't sign up for. ⚠️Without the funds readily available to buy those shares, this could create a stand-off between the family and the business. 💡The solution? Shareholder Protection. This will allow the business to buy the shares immediately, and the cash value of those shares will go to the family if you have the correct documentation and agreements in place. This will keep everyone happy and create less disruption for the business in what could already be a challenging time and less frustration for the family 🛡 #shareholders #businessprotection #financialadvisor #protectyourbusiness #protectyourfamily

Ever wondered how to devise a winning shareholder strategy for your business? Value creation should be the cornerstone of any effective shareholder strategy. ➡ Understand your shareholders' needs and expectations. ➡ Develop a comprehensive communication plan to keep shareholders informed. ➡ Regularly evaluate your strategy to ensure it aligns with your business objectives and market conditions. We understand that devising a winning shareholder strategy can be complex and challenging. That's where we step in. At Vivero, our experienced team can provide the tools and insights necessary to create a robust strategy that aligns with your business objectives and caters to your shareholders' expectations. https://lnkd.in/dyJFc8gz #Shareholders #InvestorRelations #BusinessGrowth

Magnus McGee Navigating Business Valuations with Precision. In the dynamic world of business, the need for precise valuations during critical moments such as buy-sell agreements, shareholder disputes, and ownership transitions is undeniable. We specialize in turning these complex situations into straightforward, equitable outcomes. #MagnusMcGee #BusinessValuation #FairValue #StrategicGrowth #BusinessTransitions