Personal Financial Planning for Executives and Entrepreneurs

Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars—investment planning, tax planning, estate planning, ...

Personal Financial Planning for Executives and Entrepreneurs

Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan.

Personal Financial Planning for Executives and Entrepreneurs

Using this story as a case study of an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components—investment planning, tax planning, estate ...

Personal Financial Planning for Executives and Entrepreneurs

Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of successful, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of an executive and an entrepreneur, the book breaks down the case into chapters and offers practical discussions of all the key financial planning components—investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few—with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book provides a guide, with technical information alongside general themes, focused on how to build an effective financial plan. In addition to all the benefits of the first edition, this second edition provides significant new content and insights for the entrepreneur who is planning for a future liquidity event such as a sale. It also provides detail on how to manage concentrated ownership positions and on ESG investment strategies, a rapidly growing investment theme. Finally, the second edition includes tax, estate planning, regulatory, and other updates to reflect changes since the first edition was published.

Entrepreneurial Finance

The book is also an idea reference for entrepreneurs, business managers, market analysts, and decision makers who require information about the theoretical and quantitative aspects of entrepreneurial finance.

Entrepreneurial Finance

Featuring key topics within finance, small business management, and entrepreneurship to develop and maintain prosperous business ventures With a comprehensive and organized approach to fundamental financial theories, tools, and management techniques, Entrepreneurial Finance: Fundamentals of Financial Planning and Management for Small Business equips readers with the necessary fundamental knowledge and advanced skills to succeed in small firm and business settings. With a unique combination of topics from finance, small business management, and entrepreneurship, the book prepares readers for the challenges of today’s economy. Entrepreneurial Finance: Fundamentals of Financial Planning and Management for Small Business begins with key concepts of small business management and entrepreneurship, including management tools and techniques needed to establish, run, and lead business ventures. The book then delves into how small businesses are operated, managed, and controlled. General finance skills and methods are integrated throughout, and the book also features: Numerous practical examples and scenarios that provide a real-world perspective on entrepreneurship and small business management A brief summary, list of key concepts, and ten discussion questions at the end of each chapter to prepare readers for the challenges of today's economy A practical guide to the complete life of a small business, from establishing a new venture to training and developing young entrepreneurs tasked with maintaining and developing a prosperous economy An in-depth discussion of the entire process of writing a successful business plan, including the rationale, significance, and requirements Techniques needed to solidify the free enterprise tradition, develop entrepreneurial strategies, and grow small businesses Entrepreneurial Finance: Fundamentals of Financial Planning and Management for Small Business is an ideal textbook for upper-undergraduate and first-year graduate courses in entrepreneurial finance within business, economics, management science, and public administration departments. The book is also useful for MBA-level courses as well as for business and management PhD majors as a resource in methodology. The book is also an idea reference for entrepreneurs, business managers, market analysts, and decision makers who require information about the theoretical and quantitative aspects of entrepreneurial finance.

Entrepreneur Wealth Management Made Easy Building Wealth Beyond Business and Life Beyond Work

Entrepreneur Wealth Management Made Easy can be your path to building wealth beyond business and life beyond work.

Entrepreneur Wealth Management Made Easy  Building Wealth Beyond Business and Life Beyond Work

It happens all too often. A visionary businessperson achieves phenomenal success but ends up in a financial hole years later because of poor planning. Owning a successful business does not guarantee you've achieved your own long-term financial security. But Michael Zhuang is here to help you grow and protect your personal wealth.You made your enterprise work by taking risks, but you need to take a different approach when safeguarding your future. Zhuang outlines a solid plan that's specifically tailored to business creators, their special circumstances and personalities. He provides the knowledge you'll need to make the right decisions about investing, tax mitigation, selecting a financial advisor, maintaining your own well-being while managing your own growing business, planning a good exit, and ultimately transitioning to a work-optional lifestyle.Managing personal finances is different from managing a company. Entrepreneur Wealth Management Made Easy can be your path to building wealth beyond business and life beyond work.

Startup Wealth

Rounding out Startup Wealth are invaluable and comprehensive discussions of equity awards, stock options, and angel investing.

Startup Wealth

Entrepreneurs are inherently optimistic people. But the very quality of optimism that contributes to their success may be torpedoing their subsequent preservation of their fortune. Startup Wealth is a crucial guide for entrepreneurs looking to understand and address the personal financial and legal challenges of creating and building a company. Through interviews with the author, more than 65 entrepreneurs, executives, venture capitalists, and advisors offer advice for making smart financial decisions in all phases of a startup. Entertaining success stories and revealing lessons learned come from the founders of Tesla Motors, the CFO of Yahoo, and other tech luminaries. Easy-to-follow action items will help you and your employees maximize personal wealth from day one until well after your IPO, acquisition, or other liquidity event. Rounding out Startup Wealth are invaluable and comprehensive discussions of equity awards, stock options, and angel investing.

Essentials of Entrepreneurship

What it Takes to Create Successful Enterprises TiE: The Indus Entrepreneurs. Personal - Wealth Management You will have a lot on your mind as you approach any major business event such as an IPO or M & A , but don't overlook your ...

Essentials of Entrepreneurship

A gold mine of advice and guidance from an international team of entrepreneurial all-stars From TiE, the world's largest not-for-profit entrepreneurial organization, this valuable handbook features chapters written by acknowledged experts in their respective fields. It covers all areas of vital concern to entrepreneurs-as well as the accountants, venture capitalists, and attorneys who work with them-including legal issues, venture funding, management teams, stock options, business planning, and much more. TiE is a worldwide organization founded in Silicon Valley over a decade ago and dedicated to promoting entrepreneurial ventures. Its members number 800 professionals in forty-one locations in eight countries.

The Definitive Business Plan

The Definitive Business Plan will make sure your plan is good enough to start, run or revitalise any business enterprise. "Truly a practical guide to better business planning. The book is friendly and easy to read.

The Definitive Business Plan

"The Definitive Business Plan" delivers fast-track advice, aimed at competent business people who want to get beyond the basics and produce definitive, cogent and intelligent plans.

Financial Planning for Entrepreneurs

If you find it hard to make time for decisions about your personal finances while running a business or don't know where to begin, this book will help you take control and get started today.

Financial Planning for Entrepreneurs

If you find it hard to make time for decisions about your personal finances while running a business or don't know where to begin, this book will help you take control and get started today.

Life Liquidity and the Pursuit of Happiness

Life, Liquidity & the Pursuit of Happiness is a crucial guidebook for startup employees looking to understand and prepare for the personal financial and legal challenges that can arise before, during, and after an IPO, acquisition, or other ...

Life  Liquidity and the Pursuit of Happiness

The water coolers and watering holes of Silicon Valley are rife with tales of paper millionaires who didn't diversify, spent money they didn't actually have, and wound up with nothing. Life, Liquidity & the Pursuit of Happiness is a crucial guidebook for startup employees looking to understand and prepare for the personal financial and legal challenges that can arise before, during, and after an IPO, acquisition, or other liquidity event. The CFO of Yahoo, the founders of Tesla Motors, and more than 65 other executives, venture capitalists, advisors, and tech luminaries share success stories and reveal lessons learned about the Four Phases of Startup Life. These anecdotes-along with equity award and stock option guidance, financial planning tips, and checklists-will help you and your team maximize wealth. As an added bonus, you'll learn how to strategize your own personal life business plan.

Entrepreneurial Financial Management

This chapter offers a framework that helps the entrepreneur to integrate a personal assessment with the business planning of the entrepreneurial venture, as displayed in Figure 2.1. WEALTH VERSUS INCOME It is critical for the ...

Entrepreneurial Financial Management

This new edition presents an applied, realistic view of entrepreneurial finance for today's entrepreneur. The book provides an integrated set of concepts and applications, drawing from entrepreneurship, finance, and accounting. The book's contents are designed to follow the life cycle of a new business venture. Topics are presented in a logical order, as entrepreneurs will likely face them as they begin the process of business start-up and move into growing the business. A comprehensive financial statements template is included with the book. This tool allows for the application of many of the concepts to actual businesses, and will be a valuable supplement to the process of developing a full business plan. The templates are available for unlimited free downloads at www.drjeffcornwall.com.

Entrepreneurial Financial Management

What lifestyle will they want in retirement? How much money will they need to set aside for their children's education? These questions suggest just some of the personal financial goals that need to be integrated into the business plan.

Entrepreneurial Financial Management

This practical text presents an applied, realistic view of entrepreneurial finance for today's changing business environment. It provides an integrated set of concepts and applications, drawing from entrepreneurship, finance, and accounting, that will prepare aspiring entrepreneurs for the world they will most likely face as they start their new businesses. The contents are designed to follow the life cycle of a new business venture, with topics presented in the logical order that entrepreneurs are likely to face them. Although the authors cover venture capital and public offerings, they put them in their proper perspective as unlikely vehicles for most entrepreneurs. The book includes a comprehensive financial spreadsheet template with step-by-step instructions that allows for applications of many of the concepts to actual businesses. This new edition adds a nonprofit version of the spreadsheet, and both templates can be downloaded from the author's website. The book also includes a comprehensive survey of funding sources, including all-new chapters on financing over the life of a venture and financing from the entrepreneur, family and friends.

Contemporary Financial Management

Entrepreneurial finance deals with the financial issues facing small businesses—an important sector of the U.S. economy. Small business firms may be organized as sole proprietorships, partnerships, or corporations.

Contemporary Financial Management

Providing a comprehensive overview packed with relevant examples, CONTEMPORARY FINANCIAL MANAGEMENT, 14e, focuses on value creation, risk management, and effectively managing cash flow. It explores the international aspects of financial management, examines the ethical behavior of managers, emphasizes the unique finance-related concerns of entrepreneurs, and studies the effects of the 2008-2009 recession. In addition, chapter-opening Financial Challenges scenarios, icons, cases, and other learning features highlight critical concepts and enable readers to apply what they learn to real-word practice. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Selling Your Business

Entrepreneurs should surround themselves with outstanding employees, personal advisors, and business advisors. ... His financial planning clients include prominent or retired executives at large Fortune 500 companies as well as start-up ...

Selling Your Business

Twenty-three top advisors from leading firms show entrepreneurs howto transition their business The Entrepreneur's Transition provides an all-in-one handbook forentrepreneurs and corporate insiders seeking advice on theirpersonal financial planning prior to selling or taking a businesspublic. It provides a concise, easy-to-read blueprint that can helpbusiness leaders navigate before and after a transaction-so theyare well positioned and can avoid costly mistakes. TheEntrepreneur's Transition is organized chronologically beginningwith the issues a business owner should be concerned with prior toa transaction. It then moves, step by step, through the transactionprocess and into post transaction diversification, reinvestment,and philanthropy. Louis Crosier (Boston, MA) is a principal at Windward InvestmentManagement and serves as a member of Windward's InvestmentCommittee. His responsibilities include managing client portfoliosand overseeing the firm's investment consulting practice.

Entrepreneurial Financial Management

The updated text uses new cases, examples, and exhibits to craft an integrated set of concepts and applications.

Entrepreneurial Financial Management

Entrepreneurial Financial Management's fourth edition presents an applied, realistic view of entrepreneurial finance for today's entrepreneurs. The updated text uses new cases, examples, and exhibits to craft an integrated set of concepts and applications. Drawing from entrepreneurship, finance, and accounting, it will prepare aspiring entrepreneurs for the world they'll face as they start new businesses. Cornwall, Vang, and Hartman follow the life cycle of a new business venture, presenting topics in the order in which entrepreneurs will face them as they begin the process of business start-up and move into business growth. Interviews with field professionals provide insight into key practices and experiences in financial management. Students and instructors of entrepreneurship and business courses will gain practical skills from the updated financial templates and tables. These allow for the application of concepts to actual businesses and are a valuable supplement to the process of developing a full business plan. A companion website includes an instructor's manual, PowerPoint slides, and other tools to provide additional support for students and instructors.

Financial Planning for the Entrepreneur

These are presented through questions and thought-provoking problems at the beginning of the book. The book also presents 18 popular business and industry profiles covering several important areas not covered in the SBA "start-up" series.

Financial Planning for the Entrepreneur

Providing a problem-solving approach to the finances of entrepreneurs and small businesses, this text reviews 12 problem areas in financial management. The book presents 18 business and industry profiles, providing case studies the 12 problem areas, focusi

Personal Financial Management

Young people will strive for financial independence and will receive the guidance they need . ... couples with or without children , young people who are living together and potential entrepreneurs should learn about personal finance .

Personal Financial Management

This Second Edition provides an excellent and holistic structure for planning and managing your personal finances. Everything you need to know in order to make informed decisions about any and every aspect of your finances is contained in the ten key personal financial planning areas: career, income tax, estate, investment, protection, credit, health care, retirement and emigration planning. Ultimately, we all hope for financial independence after retirement, and how you plan and manage your finances in any one of these key areas can have far-reaching positive or negative financial implications for your future. Key features: Learning outcomes and self-assessment questions; Numerous diagrams, figures and tables; Outlines the personal financial planning process; Describes the assessment and measurement of personal financial performance; Explains the time value of money; Details ten personal financial planning areas.

Family Inc

This book takes a different track, giving you a crash course in corporate finance and the tools to apply the field's proven, time-tested principles in the context of your family's financial situation.

Family Inc

Actionable, intelligent CFO training for the Chief Family Financial Officer Family Inc. is a roadmap to financial security for the family CFO. Too much personal wealth management advice essentially boils down to goal-setting, which isn't helpful or effective in terms of overall financial planning. This book takes a different track, giving you a crash course in corporate finance and the tools to apply the field's proven, time-tested principles in the context of your family's financial situation. You'll learn the key principles of wealth creation and management, and learn how to make your intellectual and real capital work for you. Your family situation is unique, and your principles must sometimes differ from the standard financial advice—and that's okay. Life is not a template, and even the best strategy must be able to adapt to real-life situations. You'll learn to chart your own path to financial security, utilizing the author's own tools that he developed over 15 years as an active board member, chairman of the board, or chief financial officer of multiple companies. Oversimplified wealth management advice does not leave you equipped to manage your real-world finances. This guide is written with intellectual rigor, but in the language of family discussion, to give you a real, practical guide to being an effective family CFO. Create your own financial prosperity and security Align financial acumen with your family's specific situation Adapt to real-world situations and make your financial advisor work for you Utilize powerful financial tools to help you build financial independence Every family needs a CFO to manage wealth, and the principles of corporate finance apply from the boardroom to the living room. Family Inc. delivers actionable advice in the form of CFO training to help you plot a real-world family financial plan.

Financial Intelligence for Entrepreneurs Guide to Financial Literacy Financial Planning Independence Create Your Financial Freedom and Peace Perfect for Accounting and Management Markets

Perfect for Accounting and Management markets" Here is a little preview of the chapters contained in Financial intelligence for entrepreneurs: * Understand the art of finance and finance intelligence and why is it important * Discover the ...

Financial Intelligence for Entrepreneurs   Guide to Financial Literacy  Financial Planning   Independence Create Your Financial Freedom and Peace   Perfect for Accounting and Management Markets

Imagine if you could better evaluate how to invest your money. Imagine if you could better evaluate how to invest your money.Would you like to improve your financial intelligence? Financial intelligence sounds like something that only certain, business minded people possess, but actually, it's in all of us, we just need to know where to look. Some people naturally understand it more than others and have a keener insight into how to use their money to generate more money. The good news is that this type of intelligence is a skill to be learned. It's about knowing the ins and outs of a financial situation, be it your personal finances, your company's finances, or a company you work for. It's understanding and gaining the knowledge and skills in finance to use throughout the business world. If you are an entrepreneur, obtaining a high level of knowledge about financial intelligence is a must. This could help you and your business blow away the competition and thrive in times of crisis.That's why it is fundamental for you to read: "Financial intelligence for entrepreneurs - Guide to financial literacy, financial planning & independence. Create your financial freedom and peace! Perfect for Accounting and Management markets" Here is a little preview of the chapters contained in Financial intelligence for entrepreneurs: - Understand the art of finance and finance intelligence and why is it important - Discover the relationship between profit and cash - Recognize ratios and return on investments - Learn about income statements and balance sheets - Look into how to create a financially intelligent company...and much, much more! To improve your financial intelligence, scroll up and add Financial intelligence for entrepreneurs - Guide to financial literacy, financial planning & independence. Create your financial freedom and peace! Perfect for Accounting and Management markets to your cart now!

Practical Financial Management

Personal guarantees make entrepreneurs liable for loans made to their businesses. LLCs and S-type corporations let small businesses avoid double taxation. or for damages it may do to others. That in turn implies that all the stockholder ...

Practical Financial Management

Let a professor who used to be a financial executive and CFO introduce you to today’s most important financial management topics within the pages of PRACTICAL FINANCIAL MANAGEMENT, Eighth Edition. Author William R. Lasher uses his experience as a CFO to give you an insider’s look into the issues and challenges facing financial managers every day. From hidden agendas to decision maker biases and their effect on the analyses of financial proposals, you will see principles in action in this dynamic text. You will examine the latest developments, like activist investors who put pressure on companies to change their ways and behavioral finance which uses psychological ideas to explain financial markets. Dr. Lasher keeps the presentation as relevant and practical as it is engaging with a thorough approach that’s ideal for today’s business students. He has made the necessary mathematics simple and easy to follow and included lots of worked out examples to show you how to do homework problems. Develop the first-hand understanding of financial management you’ll need for your future success with PRACTICAL FINANCIAL MANAGEMENT, Eighth Edition. Important Notice: Media content referenced within the product description or the product text may not be available in the ebook version.

Selling Your Business

Praise for Selling Your Business "After selling the business, an entrepreneur suddenly becomes the newly appointed CEO of ‘My Wealth Inc.’ To avoid being a sitting duck for the skilled sales pitch, this book should prove invaluable.

Selling Your Business

Twenty-three top advisors from leading firms show entrepreneurs how to transition their business The Entrepreneur's Transition provides an all-in-one handbook for entrepreneurs and corporate insiders seeking advice on their personal financial planning prior to selling or taking a business public. It provides a concise, easy-to-read blueprint that can help business leaders navigate before and after a transaction-so they are well positioned and can avoid costly mistakes. The Entrepreneur's Transition is organized chronologically beginning with the issues a business owner should be concerned with prior to a transaction. It then moves, step by step, through the transaction process and into post transaction diversification, reinvestment, and philanthropy. Louis Crosier (Boston, MA) is a principal at Windward Investment Management and serves as a member of Windward's Investment Committee. His responsibilities include managing client portfolios and overseeing the firm's investment consulting practice.