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South Burlington, VT

Value Creation Blog

Can We Really Trust Our Mutual Funds?

shareholders.pngA major part of our investment management process is helping clients choose an investment strategy that helps you reach your goals.  I would like to think that mutual funds who you invest your money with would see that part of their job is to make sure executives in companies the funds invest don't over pay their executives.  When your funds don't do this, your returns are unfairly diminished.

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Topics: shareholder agreement, business management, mutual funds

Creating A Shareholders Agreement That Works

blog_july_23I’m often asked to help business owners add another owner to the mix in their company.  Sometimes this person has worked in the company for years and sometimes it’s someone from the outside they want to add to the ownership group.  In either case having a shareholders agreement with an exit clause is a crucial part of the transaction.

You never really know who you’re getting.

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Topics: exit planning, shareholder agreement, exit clause

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