Get a Grip on Your Time—It’s Valuable

When running a business, having the time to accomplish everything you need to attend to (or think you do) is a major issue. Contracts, personnel issues, seeking new business, financial reports, and meetings are just a few items on your agenda. And while email and smartphones can streamline communication, they have mainly served to exacerbate… Read More »

Why Are Minority Interest Positions Discounted?

Last month we discussed several key questions that an owner must consider when awarding or selling a minority interest in their business. Let’s assume you have agreed to move forward. You probably are wondering, “If the fair market value of 5% of my company is valued at $1,000,000, but I am receiving only a fraction… Read More »

Key Questions to Answer Before Agreeing to Minority Ownership

It is not unusual for owners to receive requests from current or prospective employees about owning stock or a membership interest in the owner’s company. Owners must engage in this discussion with their eyes wide open and be fully aware of the benefits and pitfalls of having minority shareholders. The immediate response to anyone who asks about becoming a minority shareholder should be “I’ll think about it.”

In My View

Dear Friends: This blog post is a guest piece written by Mr. Steven Albrecht, President and CEO of Charter Trust Company, Concord, NH. I hope you enjoy his 2014 assessment of the financial markets. Mr. Albrecht can be reached at 603-224-1350, or via email at salbrecht@chartertrust.com. Best wishes, Ray Pinard ———————– Portfolio Review This is… Read More »

Flood of Regulations Coming from Obama Administration

Here’s an interesting article by Brian Wingfield, first published in the Insurance Journal, and reprinted on the Friends of the U.S. Chamber of Commerce website. Over the next 12 months, the Obama administration is due to issue regulations governing everything from e-cigarettes to smoke-stack emissions in what experts predict will be a second-term rush to put… Read More »

Experience Entrepreneurial Freedom

At Monticello Strategies, our proprietary program, The Entrepreneurial Freedom Program, is based on the principles of our Founding Fathers—liberty, freedom, the right to self-determination and the pursuit of happiness. Numerous clients have engaged our program and achieved a level of personal and professional freedom and happiness that they had not envisioned as being possible. Our principles-based… Read More »