The Political Economy of Innovation: Taking a Business from Concept to RealityJim Cooper
The document discusses key areas to consider for innovation including creating a "mind trust" through education, the politics of innovation through government policy, limitations of business incubators and entrepreneurs, and the value of market intelligence and professional research. It argues that information reduces risk and uncertainty and helps with planning, decision making, and better outcomes through justifying goals and managing expectations. Preparation for entrepreneurs includes keeping records, understanding gaps, accessing expert research assistance, and business planning.
This document discusses market intelligence and how conducting market research can help improve businesses. It defines market intelligence as the systematic gathering, recording, and analyzing of data related to marketing goods and services. The document lists signs that a business may need market research, such as having many ideas but needing to properly analyze information. It provides questions to consider researching about current and potential customers, market opportunities, and advantages of working with a professional research firm like Conscientia Research. Conscientia Research can help businesses learn about market trends, competitors, and regulatory issues to help their company grow.
This document discusses how having the right information can help businesses and individuals make better decisions. It provides quotes highlighting how decisions depend on information and how planning is important. Small businesses often fail due to a lack of market knowledge, growth issues, or not understanding competitors. The document argues that gathering information can reduce risk, increase certainty, and improve planning, decision making, and outcomes. It also discusses how biases, word choices, and other factors can influence decisions and should be considered to make well-informed choices.
Commodity futures trading requires a special set of skills and is not what we are talking about when we look at whether investing in commodities is something that you should do to diversify your investment portfolio.
https://youtu.be/sNfwhz2p1b8
By www.ProfitableInvestingTips.com
Profit by Using Fundamental Analysis
A wise long term investor uses fundamental analysis in order to profitably anticipate his return on investment. To profit by using fundamental analysis an investor looks at the financial statements of a company, considers its management, and appraises how strong a position the company holds in its market sector. Investors profit in using fundamental analysis by keeping track of economic indicators such as the gross domestic product, non-farm payroll reports, interest rates, and the strength of the US dollar versus the currencies of trading partners.
What is Fundamental Analysis in Stock Investing?
The point of using fundamental analysis in stock investing is to predict future earnings and therefore the stock price in the months and years to come. Investors profit by using fundamental analysis to ascertain the intrinsic value of a stock. This is the forward looking income stream of a company discounted to current dollars. Finding the margin of safety of a stock is useful as well as it gives the investor a clue as to how well a company can ride out a recession or other adverse event. Knowing intrinsic stock value tells the investor if a stock is under or overpriced. Knowing margin of safety tells the investor if the stock will survive the next economic downturn. Many investors look at the gross domestic product to see how well the economy is doing. However, a smart investor will profit by using fundamental analysis of R&D efforts, the ability of the company to reliably bring profitable new products to market, its ability to contain costs, and its payments of dividends along with historic ability to raise stock price year after year.
In the USA and Overseas
The ability to compete in expanding markets outside of North America is becoming an increasingly important factor for reliable profits for US based companies. Thus an investor can profit by using fundamental analysis of foreign markets, GDP, interest rates, monetary policy, and general opportunities. Learning how to invest in companies with a large foreign customer base may require time and patience but may pay off handsomely as foreign sales come to exceed domestic sales for many products.
The News of the Day
Learning how to make sense of stock market news is another means of making a profit by using fundamental analysis. The smart investor learns to read the news in context. Having a good sense of the fundamentals of an industry or specific company will serve one well when news of a merger or takeover hits the front pages. What may at first glance seem to be a good idea may be a recipe for disaster and vice versa. Profit by using fundamental analysis and be ready when the news hits the street. All too often the news of the day has to do with the past. However, when a takeover artist buys shares of a languishing US based company investors may want to take note.
Managing investment risk involves diversifying investments across different market sectors to reduce risk, carefully analyzing stock prices and financial ratios to avoid overpaying for overvalued stocks, and ensuring investment goals and strategies align with appropriate time horizons. Key strategies include diversifying across market sectors, researching financial fundamentals to find underpriced stocks, and having a clear investment plan that matches goals and market conditions. Managing risk also requires remaining objective and not being swayed by overall market sentiment.
International trade between Mexico and the US has increased significantly over the past 10 years. When conducting international business, it is important to research economic conditions and opportunities, develop a market entry strategy through legal registration and incorporation. Quotas and tariffs vary by item being exported to Mexico. The foreign exchange rate between the Mexican peso and US dollar is determined by supply and demand. Strategies for success when doing business in Mexico include hiring a bilingual team member familiar with the business culture and having written strategic plans and budgets.
This presentation discusses a process of assisting family owned and closely-held businesses in developing transition plans and creating the strategy unique to each company to achieve the owners’ goals.
The Political Economy of Innovation: Taking a Business from Concept to RealityJim Cooper
The document discusses key areas to consider for innovation including creating a "mind trust" through education, the politics of innovation through government policy, limitations of business incubators and entrepreneurs, and the value of market intelligence and professional research. It argues that information reduces risk and uncertainty and helps with planning, decision making, and better outcomes through justifying goals and managing expectations. Preparation for entrepreneurs includes keeping records, understanding gaps, accessing expert research assistance, and business planning.
This document discusses market intelligence and how conducting market research can help improve businesses. It defines market intelligence as the systematic gathering, recording, and analyzing of data related to marketing goods and services. The document lists signs that a business may need market research, such as having many ideas but needing to properly analyze information. It provides questions to consider researching about current and potential customers, market opportunities, and advantages of working with a professional research firm like Conscientia Research. Conscientia Research can help businesses learn about market trends, competitors, and regulatory issues to help their company grow.
This document discusses how having the right information can help businesses and individuals make better decisions. It provides quotes highlighting how decisions depend on information and how planning is important. Small businesses often fail due to a lack of market knowledge, growth issues, or not understanding competitors. The document argues that gathering information can reduce risk, increase certainty, and improve planning, decision making, and outcomes. It also discusses how biases, word choices, and other factors can influence decisions and should be considered to make well-informed choices.
Commodity futures trading requires a special set of skills and is not what we are talking about when we look at whether investing in commodities is something that you should do to diversify your investment portfolio.
https://youtu.be/sNfwhz2p1b8
By www.ProfitableInvestingTips.com
Profit by Using Fundamental Analysis
A wise long term investor uses fundamental analysis in order to profitably anticipate his return on investment. To profit by using fundamental analysis an investor looks at the financial statements of a company, considers its management, and appraises how strong a position the company holds in its market sector. Investors profit in using fundamental analysis by keeping track of economic indicators such as the gross domestic product, non-farm payroll reports, interest rates, and the strength of the US dollar versus the currencies of trading partners.
What is Fundamental Analysis in Stock Investing?
The point of using fundamental analysis in stock investing is to predict future earnings and therefore the stock price in the months and years to come. Investors profit by using fundamental analysis to ascertain the intrinsic value of a stock. This is the forward looking income stream of a company discounted to current dollars. Finding the margin of safety of a stock is useful as well as it gives the investor a clue as to how well a company can ride out a recession or other adverse event. Knowing intrinsic stock value tells the investor if a stock is under or overpriced. Knowing margin of safety tells the investor if the stock will survive the next economic downturn. Many investors look at the gross domestic product to see how well the economy is doing. However, a smart investor will profit by using fundamental analysis of R&D efforts, the ability of the company to reliably bring profitable new products to market, its ability to contain costs, and its payments of dividends along with historic ability to raise stock price year after year.
In the USA and Overseas
The ability to compete in expanding markets outside of North America is becoming an increasingly important factor for reliable profits for US based companies. Thus an investor can profit by using fundamental analysis of foreign markets, GDP, interest rates, monetary policy, and general opportunities. Learning how to invest in companies with a large foreign customer base may require time and patience but may pay off handsomely as foreign sales come to exceed domestic sales for many products.
The News of the Day
Learning how to make sense of stock market news is another means of making a profit by using fundamental analysis. The smart investor learns to read the news in context. Having a good sense of the fundamentals of an industry or specific company will serve one well when news of a merger or takeover hits the front pages. What may at first glance seem to be a good idea may be a recipe for disaster and vice versa. Profit by using fundamental analysis and be ready when the news hits the street. All too often the news of the day has to do with the past. However, when a takeover artist buys shares of a languishing US based company investors may want to take note.
Managing investment risk involves diversifying investments across different market sectors to reduce risk, carefully analyzing stock prices and financial ratios to avoid overpaying for overvalued stocks, and ensuring investment goals and strategies align with appropriate time horizons. Key strategies include diversifying across market sectors, researching financial fundamentals to find underpriced stocks, and having a clear investment plan that matches goals and market conditions. Managing risk also requires remaining objective and not being swayed by overall market sentiment.
International trade between Mexico and the US has increased significantly over the past 10 years. When conducting international business, it is important to research economic conditions and opportunities, develop a market entry strategy through legal registration and incorporation. Quotas and tariffs vary by item being exported to Mexico. The foreign exchange rate between the Mexican peso and US dollar is determined by supply and demand. Strategies for success when doing business in Mexico include hiring a bilingual team member familiar with the business culture and having written strategic plans and budgets.
This presentation discusses a process of assisting family owned and closely-held businesses in developing transition plans and creating the strategy unique to each company to achieve the owners’ goals.
Founder Lessons from Two Acquisitions and What' I'll Do Different for the Nex...saastr
Acquiring and integrating a business can be a great way to accelerate growth but can also hit many obstacles during execution.
Following Veremark's recent first acquisition of two companies, Daniel will share some of the learning's and insight around what worked and what he would do differently next time whilst providing a roadmap of things to prepare for.
In this article, we will discuss the choice of the first commercial target related to foreign markets development. Choosing a country whose language and culture are familiar to us, does not always equal a simplified access to the market or a sure hit.
The document discusses various topics related to selling a small business, including transaction types, potential buyers, valuation methods, preparing the business for sale, and the sales process. It notes that the current M&A environment is a seller's market with business values rising. Private equity groups and strategic corporate buyers are actively looking to acquire businesses. The document provides an overview of important considerations and steps for business owners throughout the process of evaluating a potential sale and successfully completing a transaction.
Silicon Valley Banks's Early Stage Practice hosts a monthly fundraising workshop for clients in our NYC office (among others as well). This deck is used to teach founders how to run an efficient fundraising process through qualifying investors, getting high-quality intros, pitch prepping effectively, and using the existing tools and resources that are publicly available.
This document provides guidance on refining a business plan for different audiences and business types. For raising capital from banks or investors, include details on funding needs, use of funds, growth plans, returns, and exit strategies. For different business types like manufacturing, services, technology, and retail, tailor the plan to address factors specific to that industry and business model.
Construction Futures Wales - Succession Planning WorkshopRae Davies
This document provides an overview of succession planning and exiting or selling a business. It discusses the importance of succession planning and outlines key components to include, such as retaining key personnel, customers, suppliers, and assets. It also covers legal considerations, valuation of the business, finding buyers, and negotiating the sale. A case study example is presented of a construction company implementing a succession plan. Risk management and emergency planning are also addressed. Construct Futures Wales (CFW) is introduced as an organization that can provide support and templates to help companies with business planning, succession planning, and other areas.
McKinley Plowman - Strategic Planning your Business for Maximum Success!McPlowman
This document discusses strategic planning and how it can help businesses grow profitably. It emphasizes developing a clear strategic plan with objectives and key performance indicators. An effective plan includes designing a vision and culture, understanding competitive advantages, and leveraging resources to increase business value and exit options. Government grants are also available to support business growth strategies.
Predictions You Can Rely On: How Data Drives Successful Financial ForecastingAggregage
In this exclusive webinar with Robbie Bhathal, Founder & CEO of Brightflow AI, you'll learn how to track the right data, forecast your cash inflows and outflows, and use strategic cash management to build a thriving business!
Knowing Your Funding Source - Presented by Jeevan Padiyar and Eric BaumJeevan Padiyar
This document provides an overview of different funding sources for startups, including friends and family (FFF), angels, venture capital (VC), and strategic partners. It discusses the key characteristics of each type of investor, including typical investment amounts, diligence requirements, ownership stakes, and more. The presentation emphasizes the importance of understanding investor types, managing expectations, and maintaining ongoing communication with backers over the long term. A guest speaker then discusses legal issues founders should consider when negotiating term sheets.
1. Scion Advisors helps wine businesses build financially viable companies more quickly by developing strategic plans focused on growth, succession, and preparing businesses for potential sale.
2. They take a proven approach using seasoned consultants with experience in the wine industry and other sectors to address challenges like shifting consumption, competition, and costs.
3. Scion has helped over 100 companies achieve outcomes like 50% growth in profits through repositioning brands and channels, and 20% annual growth in EBITDA by restructuring as separate focused brands.
Unlocking Private Company Wealth: Advising Your Clients in Monetizing Their I...Chris Mercer
With the current up-tick in the economy and the demographic realities of baby boomer business owner transitions, estate planners have a client base that may be seeking to monetize their investment in their closely held businesses. Many business owners immediately assume that means an outright sale. However, there are other liquidity options to consider.
This session, presented at the recent 2015 Heckerling Institute on Estate Planning, covered various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.
Mercer Capital | Unlocking Private Company WealthMercer Capital
With the current up-tick in the economy and the demographic realities of baby boomer business owner transitions, estate planners have a client base that may be seeking to monetize their investment in their closely held businesses. Many business owners immediately assume that means an outright sale. However, there are other liquidity options to consider.
This session, presented at the recent 2015 Heckerling Institute on Estate Planning, covered various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.
Actionable Tips For Selling Into Challenging, Niche MarketsSales Hacker
What You'll Learn:
- Ways to better understand the industry you're prospecting into
- How to create pressure on your prospects (in a good way)
- How to demonstrate the value of your solution in terms your prospects understand
- How to help your prospects overcome the fear of change
- How to have empathy when selling to niche industries
To introduce strategic design for an entrepreneurial venture
To discuss some of the reasons why entrepreneurs do not carry out strategic planning
To outline entrepreneurial strategy and some benefits of strategic planning
To examine the transition from an entrepreneurial style to a managerial approach
To discuss the five stages of a typical venture life cycle
To identify key management issues occurring during the growth stages
To introduce the steps useful for breaking through the growth wall
To identify the unique managerial concerns with a growth business
To elaborate the concept of entrepreneurial leadership
To outline ways to incorporate sustainability into business strategy
Explore a comprehensive guide to various investment avenues. Learn about diverse strategies and opportunities to grow your wealth, whether you're a seasoned investor or just starting your financial journey. Discover the key paths to securing your financial future.
We broke down the model for executing successful small business pivots. This presentation shares a framework for pivoting, inspiration for where to pivot your business, and lessons learned from entrepreneurs across Appaachia.
The document outlines Ed Nolan's responsibilities and activities as a business development role, including surfacing leads, managing opportunities, coordinating team activities, and directly pursuing and closing business. It provides strategies and tactics for acquiring new business and growing existing business. Metrics include targets for pipeline growth, sales, and headcount. Annual sales forecasts show projections for hitting quota and stretching goals.
Founder Lessons from Two Acquisitions and What' I'll Do Different for the Nex...saastr
Acquiring and integrating a business can be a great way to accelerate growth but can also hit many obstacles during execution.
Following Veremark's recent first acquisition of two companies, Daniel will share some of the learning's and insight around what worked and what he would do differently next time whilst providing a roadmap of things to prepare for.
In this article, we will discuss the choice of the first commercial target related to foreign markets development. Choosing a country whose language and culture are familiar to us, does not always equal a simplified access to the market or a sure hit.
The document discusses various topics related to selling a small business, including transaction types, potential buyers, valuation methods, preparing the business for sale, and the sales process. It notes that the current M&A environment is a seller's market with business values rising. Private equity groups and strategic corporate buyers are actively looking to acquire businesses. The document provides an overview of important considerations and steps for business owners throughout the process of evaluating a potential sale and successfully completing a transaction.
Silicon Valley Banks's Early Stage Practice hosts a monthly fundraising workshop for clients in our NYC office (among others as well). This deck is used to teach founders how to run an efficient fundraising process through qualifying investors, getting high-quality intros, pitch prepping effectively, and using the existing tools and resources that are publicly available.
This document provides guidance on refining a business plan for different audiences and business types. For raising capital from banks or investors, include details on funding needs, use of funds, growth plans, returns, and exit strategies. For different business types like manufacturing, services, technology, and retail, tailor the plan to address factors specific to that industry and business model.
Construction Futures Wales - Succession Planning WorkshopRae Davies
This document provides an overview of succession planning and exiting or selling a business. It discusses the importance of succession planning and outlines key components to include, such as retaining key personnel, customers, suppliers, and assets. It also covers legal considerations, valuation of the business, finding buyers, and negotiating the sale. A case study example is presented of a construction company implementing a succession plan. Risk management and emergency planning are also addressed. Construct Futures Wales (CFW) is introduced as an organization that can provide support and templates to help companies with business planning, succession planning, and other areas.
McKinley Plowman - Strategic Planning your Business for Maximum Success!McPlowman
This document discusses strategic planning and how it can help businesses grow profitably. It emphasizes developing a clear strategic plan with objectives and key performance indicators. An effective plan includes designing a vision and culture, understanding competitive advantages, and leveraging resources to increase business value and exit options. Government grants are also available to support business growth strategies.
Predictions You Can Rely On: How Data Drives Successful Financial ForecastingAggregage
In this exclusive webinar with Robbie Bhathal, Founder & CEO of Brightflow AI, you'll learn how to track the right data, forecast your cash inflows and outflows, and use strategic cash management to build a thriving business!
Knowing Your Funding Source - Presented by Jeevan Padiyar and Eric BaumJeevan Padiyar
This document provides an overview of different funding sources for startups, including friends and family (FFF), angels, venture capital (VC), and strategic partners. It discusses the key characteristics of each type of investor, including typical investment amounts, diligence requirements, ownership stakes, and more. The presentation emphasizes the importance of understanding investor types, managing expectations, and maintaining ongoing communication with backers over the long term. A guest speaker then discusses legal issues founders should consider when negotiating term sheets.
1. Scion Advisors helps wine businesses build financially viable companies more quickly by developing strategic plans focused on growth, succession, and preparing businesses for potential sale.
2. They take a proven approach using seasoned consultants with experience in the wine industry and other sectors to address challenges like shifting consumption, competition, and costs.
3. Scion has helped over 100 companies achieve outcomes like 50% growth in profits through repositioning brands and channels, and 20% annual growth in EBITDA by restructuring as separate focused brands.
Unlocking Private Company Wealth: Advising Your Clients in Monetizing Their I...Chris Mercer
With the current up-tick in the economy and the demographic realities of baby boomer business owner transitions, estate planners have a client base that may be seeking to monetize their investment in their closely held businesses. Many business owners immediately assume that means an outright sale. However, there are other liquidity options to consider.
This session, presented at the recent 2015 Heckerling Institute on Estate Planning, covered various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.
Mercer Capital | Unlocking Private Company WealthMercer Capital
With the current up-tick in the economy and the demographic realities of baby boomer business owner transitions, estate planners have a client base that may be seeking to monetize their investment in their closely held businesses. Many business owners immediately assume that means an outright sale. However, there are other liquidity options to consider.
This session, presented at the recent 2015 Heckerling Institute on Estate Planning, covered various liquidity options including dividend policy, partial sales to insiders, employee stock ownership plans, private equity investors, as well as third party sales.
Actionable Tips For Selling Into Challenging, Niche MarketsSales Hacker
What You'll Learn:
- Ways to better understand the industry you're prospecting into
- How to create pressure on your prospects (in a good way)
- How to demonstrate the value of your solution in terms your prospects understand
- How to help your prospects overcome the fear of change
- How to have empathy when selling to niche industries
To introduce strategic design for an entrepreneurial venture
To discuss some of the reasons why entrepreneurs do not carry out strategic planning
To outline entrepreneurial strategy and some benefits of strategic planning
To examine the transition from an entrepreneurial style to a managerial approach
To discuss the five stages of a typical venture life cycle
To identify key management issues occurring during the growth stages
To introduce the steps useful for breaking through the growth wall
To identify the unique managerial concerns with a growth business
To elaborate the concept of entrepreneurial leadership
To outline ways to incorporate sustainability into business strategy
Explore a comprehensive guide to various investment avenues. Learn about diverse strategies and opportunities to grow your wealth, whether you're a seasoned investor or just starting your financial journey. Discover the key paths to securing your financial future.
We broke down the model for executing successful small business pivots. This presentation shares a framework for pivoting, inspiration for where to pivot your business, and lessons learned from entrepreneurs across Appaachia.
The document outlines Ed Nolan's responsibilities and activities as a business development role, including surfacing leads, managing opportunities, coordinating team activities, and directly pursuing and closing business. It provides strategies and tactics for acquiring new business and growing existing business. Metrics include targets for pipeline growth, sales, and headcount. Annual sales forecasts show projections for hitting quota and stretching goals.
Similar to Family/Enterprise/Wealth Conference (20)
2. My Story
My story…
➣3rd generation family business
➣Successful exit
➣Personal transition process
➣Work with growing private and family businesses
3. Use Search Marketing To Gain Advantage
Understand the opportunity
Get an edge by using data to influence customer actions
➣Learn important details on customer wants & needs
➣Use new analytics to develop better market intelligence
➣Translate customer behaviors into a better business strategy
➣Leverage the data to better your competitive position
4. Use Search Marketing To Gain Advantage
Why is this important?
Now is the time to gain the early advantage
➣Search marketing is in its infancy; benefits require lead time
➣Decrease your customer acquisition costs
➣Enables you to build long-term relationships
➣Success depends on human capital, agility and perseverance
➣Still need to protect your online reputation
5. Use Search Marketing to Gain Advantage
Action Items & Examples
Get into the game and discover what works best for you
➣Establish a baseline for you vs. your competitors
➣Grow your capabilities through quick cycle experiments
➣Create actionable intelligence to drive strategy, marketing and
product development plans
➣Diverse examples include:
Local commerce Online media
Law firm Equipment reseller
Gaming Campaigns & Non-profits
7. Adapting to a basket reserve currency
Understand the opportunity
Pressures on the monetary system may force the dollar to
be part of a basket which serves as a reserve currency
➣Currency is a global raw material
➣New source of margin volatility
➣Currency and debts are related
➣Competing interests and conflicting agendas
8. A Quick Look at Currency History
10 year view of dollar vs. six major currencies
High = 121
Low = 71
Source: ICE US Dollar Futures contract; compares the dollar to a basket of six major currencies (euro,
Japanese yen, British pound, Canadian dollar, Swedish krona and Swiss franc)
9. Impact of a basket reserve currency
Why is this important?
Consider how broadly it impacts your business
➣Increases volatility of cash flows and valuations
➣May impact banking relations and capital structure
➣Will require management attention
➣New political, tax and generational uncertainty
10. Impact of a basket reserve currency
Action Items To Consider
Offense
➣Seek carry trade opportunities
➣ Pursue export/import incentives
➣Consider domicile arbitrage
Defense
➣ Develop & monitor likely scenarios
➣Build capabilities to manage new volatility
➣Keep contingency plans current
11. Ideas to discuss at another time
For those with a long horizon
Time Period Opportunity
0 – 5 years Search Marketing
5 – 15 years Reserve Currency
10 – 20 years Rare Earth Elements
Alternative Energy
20 – 50 years US/Mexico borderlands