September Newsletter

Check out the summaries of content that was released this month and use the links to view the full content pages for topics most appealing to you.

Business Owners & Entrepreneurs

Customer Account Size & Profit Margins

I was recently helping my client evaluate purchasing a service based business and one of the key considerations is customer account size.

How is the customer base broken down, are they large customers or do sales make up a bunch of small accounts that will require more work and could be harder to integrate.

Listen along as I talk about this in a little more detail.

In this blog post from The Financial Incline, we explore the factors that influence profit margins in service-based businesses and provide insights into what can be considered optimal profit margins for such enterprises.

https://incline-wealth.com/2023/09/profit-margins/

Business Roll-Up Strategy

A business roll-up strategy presents an attractive pathway for growth and consolidation in a competitive business landscape.

By acquiring and integrating multiple companies, a roll-up entity can achieve market consolidation, economies of scale, and enhanced competitiveness.

https://incline-wealth.com/2023/09/business-roll-up/

Private Equity Firms

September 19, 2023

Business Owners, in this quick video I share some thoughts on Financing.

Banking regulations and requirements are going to get tougher. Make sure you know who some private equity or private credit firms are in your area.These firms can provide necessary funds to grow and expand your business. If you want any introductions let me know.

In this blog post from The Financial Incline, we talk about Private Equity Firms and companies they may look to invest in.
Read along as we discuss some general guidelines and criteria regarding the types of companies that attract private equity investments.

https://incline-wealth.com/2023/09/private-equity-criteria/

Safe Harbor 401(k) Plans

In this blog post from The Financial Incline, we look into Safe Harbor 401(k) Plans.

We will explore the features of a Safe Harbor 401(k) Plan and the benefits it offers to both employers and employees.

https://incline-wealth.com/2023/09/safe-harbor-401k-plans/

Investments and Marketing Trends

Saving for a Near Term Goal

Are you looking to start saving for a near term goal?
Listen along to hear some things I am doing right now to save for a goal that is 3-5 years down the road.

Investment Trends in the Market

Insight as to what was going on in the market the week of August 28th.

• August wasn’t a great month for investors
• Reports to look at and watch for related to the upcoming Fed Meeting
• Bank of America Research on Rebalancing Portfolios
• News for Bitcoin Investors

Insight as to what was going on in the market the week of September 4th.

• Topics related to Apple
• Google’s Anti-Trust Lawsuit
• Key Inflation Data & more

Insight as to what was going on in the market the week of September 11th.

• The Stock Markets reacting to Inflation Data
• Labor and Fuel Costs related to Corporate Profits
• Bank of America Research Monthly Report
• Howard Marks new Memo

Insight as to what was going on in the market the week of September 18th.

• Federal Reserve Meeting on Interest Rates and how it impacted the markets
• Strikes amongst the United Auto Workers (UAW)
• Considerations on where to put your money right now