Download or read book The Business Owner s Guide to Financial Freedom written by Mark J. Kohler and published by Entrepreneur Press. This book was released on 2017-11-14 with total page 282 pages. Available in PDF, EPUB and Kindle. Book excerpt: TAKE CONTROL OF YOUR FINANCIAL FUTURETailored for small business owners and entrepreneur like yourself who are looking for long-term financial planning and wealth management, The Business Owner's Guide to Financial Freedom reveals the secrets behind successfully investing in your business while bypassing Wall Street-influenced financial planners. Attorney and CPA Mark J. Kohler and expert financial planner Randall A. Luebke deliver a guide catered to your entrepreneurial journey as they teach you how to create assets that provide income so work is no longer a requirement, identify money and tax-saving strategies, and address business succession plans to help you transition into the investment phase of business ownership. Learn how to: Pinpoint the dollar value of your business with a step-by-step formula Eliminate and avoid bad debt while leveraging your good debt Uncover investment strategies Wall Street won't tell you Achieve long-term goals with the 4x4 Financial Independence Plan Find an advisor willing to look out for your best interests Super-charge your 401(k) and leverage your insurance to get rich Create the best exit strategy for you, your business, and your family Avoid the most common mistakes in real estate investment Protect your hard-earned assets from security threats ready to strike You can't predict the future, but you can plan for it. So if you're ready to stop treating your business like your only asset and want to start making it your most valuable legacy, this book is for you!
Download or read book The Business Owner s Guide to Reading and Understanding Financial Statements written by Lita Epstein and published by John Wiley & Sons. This book was released on 2012-02-07 with total page 198 pages. Available in PDF, EPUB and Kindle. Book excerpt: Financial statements hold the key to a company's fiscal health—so learn to read them! In order to gauge a company's health—as well as the competition's—managers must know how to properly read and understand financial statements. The Business Owner's Guide to Reading and Understanding Financial Statements will introduce managers and business owners to various types of financial statements and explain why they are important. Serving as a desktop reference, especially for managers without a strong background in finance, this book will discuss the difference between internal and external financial statements and explain how they can be used for financial decision-making in order to avoid common missteps. Whether you're planning for major capital projects or simply managing the fiscal aspects of your department, this nontechnical, results-driven guide will arm you with the fundamentals to: Understand the budget process and why it is important Manage assets and track inventory Gauge profitability Monitor success throughout the year using internal reporting Set prices and make key cost decisions Financial statements are essential to determining a company's fiscal health. Understand where your company stands so that you can make informed decisions about its future.
Download or read book Effective Financial Governance for Independent School Trustees written by Phil Tahey and published by . This book was released on 2020-09-07 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book The Entrepreneur s Guide to Financial Statements written by David Worrell and published by Bloomsbury Publishing USA. This book was released on 2014-01-22 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Like a detailed trail map through the jungle of finance, this book guides readers past small-business financial pitfalls, showing readers how to fine-tune operations and enhance profitability. Easy to read and full of engaging stories, this book teaches the basics of true financial management—re-made just for small businesses. It's perfect for entrepreneurs who want to get more from their accounting without getting stuck in the details. The author examines each of the three major financial statements and explains both how and why business owners should utilize these powerful tools to create a more stable, more profitable business. Whether one's business has one employee or 100, the small business owner will gain a deeper understanding of why finance is so critical to survival and growth. Written by an experienced CFO and entrepreneur, The Entrepreneur's Guide to Financial Statements uses illustrations, real-life stories, and crystal-clear writing to show business owners the importance of "the numbers" and the critical nature of finance to the survival, profitability, and growth of their small businesses.
Download or read book Corporate Finance For Dummies written by Michael Taillard and published by John Wiley & Sons. This book was released on 2012-12-26 with total page 371 pages. Available in PDF, EPUB and Kindle. Book excerpt: Score your highest in corporate finance The math, formulas, and problems associated with corporate finance can be daunting to the uninitiated. Corporate Finance For Dummies introduces you to the practices of determining an operating budget, calculating future cash flow, and scenario analysis in a friendly, un-intimidating way that makes comprehension easy. Corporate Finance For Dummies covers everything you'll encounter in a course on corporate finance, including accounting statements, cash flow, raising and managing capital, choosing investments; managing risk; determining dividends; mergers and acquisitions; and valuation. Serves as an excellent resource to supplement coursework related to corporate finance Gives you the tools and advice you need to understand corporate finance principles and strategies Provides information on the risks and rewards associated with corporate finance and lending With easy-to-understand explanations and examples, Corporate Finance For Dummies is a helpful study guide to accompany your coursework, explaining the tough stuff in a way you can understand.
Download or read book Electronic Banking written by SCN Education B.V. and published by Springer Science & Business Media. This book was released on 2013-11-11 with total page 185 pages. Available in PDF, EPUB and Kindle. Book excerpt: The world of banking and financial services is in the midst of dramatic change, moving away from traditional "brick and mortar" branches and focusing on new delivery channels, to improve customer service and give 24-hours-a-day access to information and transactions. What are the threats and the opportunities of electronic banking? What new pricing strategies should banks develop? How to secure electronic financial transactions? What effects will online banking have on the financial world? How to market the new electronic services? Read the expert opinions from bankers, trendwatchers and financial consultants. Explore the new banking solutions through white papers and reports. This HOTT Guide reveals all the ins and outs of this new online phenomenon.
Download or read book VAT and Financial Services written by Robert F. van Brederode and published by Springer. This book was released on 2017-03-06 with total page 435 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book explains the theoretical and policy issues associated with the taxation of financial services and includes a jurisdictional overview that illustrates alternative policy choices and the legal consequences of those choices . The book addresses the question: how can financial services in an increasingly globalized market best be taxed through VAT while avoiding economic distortions? It supports the discussion of the key practical problems that have arisen from the particular complexity of the application of VAT to financial services, and allows for the evaluation of best practice by comparing the major current reform models now being implemented.
Download or read book Fintech written by International Monetary Fund and published by International Monetary Fund. This book was released on 2019-06-27 with total page 73 pages. Available in PDF, EPUB and Kindle. Book excerpt: The paper finds that while there are important regional and national differences, countries are broadly embracing the opportunities of fintech to boost economic growth and inclusion, while balancing risks to stability and integrity.
Download or read book Data Envelopment Analysis in the Financial Services Industry written by Joseph C. Paradi and published by Springer. This book was released on 2017-11-21 with total page 379 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book presents the methodology and applications of Data Envelopment Analysis (DEA) in measuring productivity, efficiency and effectiveness in Financial Services firms such as banks, bank branches, stock markets, pension funds, mutual funds, insurance firms, credit unions, risk tolerance, and corporate failure prediction. Financial service DEA research includes banking; insurance businesses; hedge, pension and mutual funds; and credit unions. Significant business transactions among financial service organizations such as bank mergers and acquisitions and valuation of IPOs have also been the focus of DEA research. The book looks at the range of DEA uses for financial services by presenting prior studies, examining the current capabilities reflected in the most recent research, and projecting future new uses of DEA in finance related applications.
Download or read book The Marketing Guide For Financial Advisors written by Claire Akin and published by . This book was released on 2019-11-06 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Marketing Guide for Financial Advisors uncovers the truth about how independent advisors really get new clients in a digital world. Learn what no one wants you to know about marketing, how to avoid wasting money on your marketing, and the secret to unlocking your marketing potential, including: Why digital marketing is so challenging in financial services How to create a website that converts Email marketing strategies for financial advisors Using social media to get in front of your ideal prospects Search engine optimization to get more traffic to your website Content strategy to start the conversation Embracing a specialty to command higher fees Using webinars to warm up prospects In this exclusive guide, you'll learn proven strategies from top advisors to grow your firm and uncover a step-by-step process to build your marketing engine. About the Author Claire Akin, MBA grew up in the financial services industry working with her father, an independent financial advisor of over 35 years. She holds a bachelor's degree in economics and a master's of business administration. Claire founded Indigo Marketing Agency to help independent financial advisors reach more of their ideal clients. It's her mission to help financial advisors grow their firms through digital marketing.
Download or read book HBR Guide to Finance Basics for Managers HBR Guide Series written by Harvard Business Review and published by Harvard Business Review Press. This book was released on 2012-09-18 with total page 193 pages. Available in PDF, EPUB and Kindle. Book excerpt: DON’T LET YOUR FEAR OF FINANCE GET IN THE WAY OF YOUR SUCCESS Can you prepare a breakeven analysis? Do you know the difference between an income statement and a balance sheet? Or understand why a business that’s profitable can still go belly-up? Has your grasp of your company’s numbers helped—or hurt—your career? Whether you’re new to finance or you just need a refresher, this go-to guide will give you the tools and confidence you need to master the fundamentals, as all good managers must. The HBR Guide to Finance Basics for Managers will help you: Learn the language of finance Compare your firm’s financials with rivals’ Shift your team’s focus from revenues to profits Assess your vulnerability to industry downturns Use financial data to defend budget requests Invest smartly through cost/benefit analysis
Download or read book BoogarLists Directory of Financial Services written by and published by BoogarLists. This book was released on with total page 141 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Doing Business 2020 written by World Bank and published by World Bank Publications. This book was released on 2019-11-21 with total page 254 pages. Available in PDF, EPUB and Kindle. Book excerpt: Seventeen in a series of annual reports comparing business regulation in 190 economies, Doing Business 2020 measures aspects of regulation affecting 10 areas of everyday business activity.
Download or read book Introduction to Business written by Lawrence J. Gitman and published by . This book was released on 2024-09-16 with total page 1455 pages. Available in PDF, EPUB and Kindle. Book excerpt: Introduction to Business covers the scope and sequence of most introductory business courses. The book provides detailed explanations in the context of core themes such as customer satisfaction, ethics, entrepreneurship, global business, and managing change. Introduction to Business includes hundreds of current business examples from a range of industries and geographic locations, which feature a variety of individuals. The outcome is a balanced approach to the theory and application of business concepts, with attention to the knowledge and skills necessary for student success in this course and beyond. This is an adaptation of Introduction to Business by OpenStax. You can access the textbook as pdf for free at openstax.org. Minor editorial changes were made to ensure a better ebook reading experience. Textbook content produced by OpenStax is licensed under a Creative Commons Attribution 4.0 International License.
Download or read book How to Start a Business in Oregon written by Entrepreneur Press and published by . This book was released on 2003 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This series covers the federal, state, and local regulations imposed on small businesses, with concise, friendly and up-to-the-minute advice on each critical step of starting your own business.
Download or read book The Million dollar Financial Services Practice written by David J. Mullen (Jr.) and published by Amacom. This book was released on 2013 with total page 354 pages. Available in PDF, EPUB and Kindle. Book excerpt: Using the proven method author David J. Mullen Jr. has taught at Merrill Lynch and is famous for in the industry, The Million-Dollar Financial Services Practice guides aspiring brokers on their journey toward building a lucrative financial services practice. Templates, scripts, letters, and tried-and-true market action plans work together to give you the skills you need to get the appointment, convert prospects to clients, build relationships, retain clients, use niche marketing successfully, and increase the products and services each client uses. You'll also gain insight into practical areas often overlooked by other industry guides, including how to work in teams, how to train sales associates, and how to handle and overcome rejection. Updated with new strategies for acquiring affluent clients, the second edition of The Million-Dollar Financial Services Practice includes tips on offering wealth management services, using social media, leveraging alumni marketing, and targeting successful relators as clients to help today's financial service professionals become top producers.
Download or read book Financial Services Marketing written by Christine Ennew and published by Routledge. This book was released on 2013-07-18 with total page 464 pages. Available in PDF, EPUB and Kindle. Book excerpt: This new edition balances the theoretical and the practical for advanced undergraduates, those specialising in financial services at postgraduate level, individuals undertaking professional courses such as those offered by the IFS School of Finance, and employees working within the financial services sector. Ennew & Waite draw from global business cases in both B2B and B2C marketing, taking a unique approach in terms of structure by splitting discussion between marketing for acquisition and marketing for retention. This fully updated and revised second edition features: A revised approach to the industry in the light of the global financial crisis, including ethical considerations, consumer confidence issues, and new approaches to regulation New sections on e-commerce and its impact on customer relationships New case studies and vignettes A new companion website to support teaching, including PowerPoint slides, test bank questions, additional cases and cameo video mini-lectures. Financial Services Marketing 2e will help the student and the practitioner to develop a firm grounding in the fundamentals of financial services strategy, customer acquisition and customer development. Reflecting the realities of financial services marketing in an increasingly complex sector, it provides the most up-to-date, international and practical guide to the subject available.
