October Newsletter

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Business Owners & Entrepreneurs

Non-Financial Metrics to Consider

October 4, 2023

By considering non-financial metrics alongside financial indicators, business owners can gain a more comprehensive understanding of their company’s health and make informed decisions.

In this blog post, from the Financial Incline, we explore some essential non-financial metrics that every business owner should consider.


Succession Planning

October 11, 2023

Starting the succession planning process is a critical step for business owners to secure the future success of their companies.

In this Blog Post from The Financial Incline, we discuss key considerations and steps to take for business owners, so they can set the stage for a seamless transition of leadership and ownership.


Unique Ways to Structure a Business Acquisition

October 17, 2023

During a business acquisition, the previous owner may request an earnout provision to get paid a percentage of gross sales over a period of time.

When evaluating this type of acquisition option, you want to make sure it makes sense for both parties.

Listen along as I discuss a recent acquisition I was helping a client to negotiate.

October 18, 2023

Structuring a business acquisition requires careful thought and consideration to ensure a mutually beneficial arrangement for both the buyer and the seller.

In this blog post from The Financial Incline, we discuss some innovative and strategic approaches to structuring a business acquisition that can benefit both parties involved.


What is a Seller’s Note

October 25, 2023

In this blog post from The Financial Incline, we will delve into the concept of a seller’s note, its purpose, benefits, and considerations.

A seller’s note can be beneficial to both buyers and sellers, but it is important that both parties carefully consider the risks, negotiate terms diligently, and document the agreement properly to ensure a successful transaction.


New Podcast Episode

Zach Mountel: Cash Balance Plans

October 24, 2023

In this episode of The Financial Incline, I sat down with Zachery Mountel, CPC, RVP at Trinity Pension Consultants to discuss Cash Balance Plans.

During our conversation Zach and I talked about the following topics related to these types of plans:

  • What is a Cash Balance Plan
  • Who is a Cash Balance Plan appropriate for
  • What is involved in establishing a Cash Balance Plan
  • What are the benefits and what are the negatives

Investment and Marketing Trends

October 13, 2023
Insights as to what was going on in the market the week of October 9th.

  • High Bond Yields having lasting impacts on Stocks
  • Bank Earnings Reports
    • JP Morgan
    • Citigroup
    • Wells Fargo
  • Howard Marks New Memo “Further Thoughts on Sea Change”
October 20, 2023
Insight as to what was going on in the market the week of October 16th.

  • Earnings Reports
    • American Express, Bank of America & Goldman Sachs
    • Netflix
    • Tesla
  • US Treasury Rate
  • Events in Israel
October 27, 2023

Insight as to what was going on in the market the week of October 23rd.

  • Earnings Reports
    • Microsoft
    • Amazon
    • Google
  • Economic Reports
    • PCE Report & Consumer Spending
    • Inflation & Interest Rates
    • Payroll & Employee Wages

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The Financial Incline

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The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation.

This content not reviewed by FINRA

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