All Posts in "Venture Financing"

What Is a Finance Expert Witness?

If you’ve ever been involved in a legal case, you may have heard of a finance expert witness. But what does this person do? What is their job and how is it paid? And what about Daubert challenges? What are the fees for hiring a finance expert witness? Let’s find out. Listed below are some things to keep in mind when hiring a finance expert witness.

Communication skills of a finance expert witness

A good finance expert witness should be able to clearly explain their findings, both in testimony and written opinions. If the financial expert has good communication skills, it is possible to obtain a referral from a trusted colleague. Ideally, the expert should be able to explain accounting concepts and case theory to laypeople with ease. Using “what if” scenarios and examples are useful ways to apply advanced financial concepts. These are all important skills to possess as a financial expert witness.

The most important communication skill of a finance expert witness is the ability to explain complex concepts in layman’s terms. If the expert witness lacks good communication skills, technical issues may be misinterpreted. In addition, good communication skills enhance the understanding of expert findings and increase the likelihood of agreement. In an arbitration, the expert witness may be more detailed in their communication, but without losing confidence. Communication skills may be an important factor in the ultimate outcome of the case.

Applicants for the position of finance expert witness should possess a strong education in … READ MORE ...

Ronnie Jackson by — August 12, 2022 in Venture Financing
Venture Capital Vs Private Equity – Which is Right For Your Company?

When evaluating the two primary investment vehicles, the terms “venture capital” and “private equity” come up frequently. For example, VC firms tend to invest in start-ups because they prefer predictability and less risk. In addition, venture capital firms tend to return more cash than private equity firms do. Which is better? Read on to discover whether venture capital is right for your company. There are many benefits to both types of funds.

VC firms prefer predictability

There are some differences between private equity and venture capital firms. A private equity firm may be more apt to invest in a company that has a proven track record and has a strong market presence. A VC firm, on the other hand, may be more apt to invest in companies that have shown some promise but are still in the early stages of growth. Whether a VC firm is right for a company is largely dependent on the type of due diligence it performs.

For instance, VC firms often prefer to invest in niche business models, especially tech startups, while PEs generally prefer stable, well-established markets. However, the biggest difference between private equity firms and VC firms lies in their risk tolerance. VC firms believe that the only way to make money is to take risks, whereas PEs tend to prefer more predictable investments in mature industries. So, how can private equity firms compare to VCs?

VC firms prefer lower risk

VC firms usually invest in small, low-risk companies. These investors are extremely … READ MORE ...

Ronnie Jackson by — August 5, 2022 in Venture Financing
The Benefits of Financial Consulting on Businesses

Most business owners frequently find themselves handling a variety of duties, such as customer service, marketing, and sales. The numerous daily activities of running a business imply that bookkeeping and accounting duties frequently don’t get enough attention. To grow your business, you must manage your funds. Your financial goals may be realized by working with a seasoned accounting firm that provides business consultancy.

Helps Increase Cashflow and Profitability

One of the benefits of hiring a financial consultant for your business is that they can help you navigate the financial waters of your company. These professionals, for instance, Cane Bay Partners, are experts in their fields and have an in-depth understanding of market trends. 

Hiring a financial consultant is beneficial for many reasons. First, they can help you understand your cash flow and develop a sustainable business plan for your company. They can also help you plan the growth of your business while keeping your bottom line growing. Hiring a financial consultant is an excellent decision for your business and could be the most important you make as an owner. This is because a financial consultant can analyze your company’s cash flow and plan to spend it wisely.

A financial advisor can give you a fresh perspective. While business owners are usually immersed in the details of running their company, they tend to lose sight of the big picture. A financial advisor can look at the business’s overall financial condition without the same emotional attachment. They can present a logical … READ MORE ...

Ronnie Jackson by — August 5, 2022 in Venture Financing
Marketing Tips for a Financial Advisor

Financial advisors might be busy taking care of clients’ financial goals. Of course, they are known to take care of your funds and assets. However, the company won’t last long if you don’t have to concentrate on your company’s growth and wellbeing!

Many financial advisors fail to effectively plan and structure their company and end up in the constant loop of gaining and losing clients. Well, this is a common scenario for most companies however, the frequency of it should be lesser than usual to maintain a balance.

In this article, you will learn about the marketing tips that require your concentration.

Know thy clients

The foremost thing to growing your business is to understand your clients at a personal level. This helps you to determine their financial needs and goals accordingly. Any person can google and learn about a few handling finances but, having a personal conversation lets them have trust on you and you can customize their finances accordingly.

Before you move ahead and begin offering your proficient advice to the client, listen first. It is astounding to see the number of professionals avoiding such basic etiquette during their meetings with the customers. Do not assume what they prefer until they tell you so.

Build potential relationships

Referrals are one of the best ways to pump up your business. It requires you to offer excellent solutions along with impressive customer service. However, another way you can build a clientele is through intensive marketing techniques. Email marketing, affiliate marketing, … READ MORE ...

Ronnie Jackson by — May 25, 2022 in Venture Financing
Choosing the Right Lending Firm When Refinansiering a Housing Loan

A lot of people are asking how to pick the right lending firm after they have decided to remortgage your housing loan. They have crunched the numbers and found out that it would be advantageous for their situation. They would have lower payment terms, they will pay less in interest rate (IR) over the long term, and they will pay a little more to cut more years off the length of their debentures.

Now, borrowers just need to get the best available new mortgage in the market. Of course, people will need to find a lending firm to get a mortgage. While walking into traditional banks and asking for loans may help individuals reach their goals, putting more effort into finding the perfect firm that suits their needs is most likely to be a time well spent since it can help them get more money in savings.

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Finding the perfect lending firm for the situation

Credit unions and banking institutions are two organizations that usually come to mind when property owners think about getting financing, but there are not the only possible sources of loans. Consumer finance firms, loan and savings institutions, and other specialized lenders also offer good mortgages. Taking a lot of time in choosing the right lending firm can make a massive difference in the amount of money people will spend in charges to get loans and in mortgage IR over the mortgage … READ MORE ...

Ronnie Jackson by — February 22, 2022 in Venture Financing