by Leif Jensen | Jun 26, 2018 | General |
Does your business have a value statement? Should your business have a one? The broad definition is: A declaration that informs the customers and staff of a business about the firm’s top priorities and what its core beliefs are. Companies often use a value...
by Leif Jensen | Jun 25, 2018 | General |
I was meeting with a client and they brought up the ZTE problem. Their take on the issue was slightly different from the news. They believe that any and all information and data from an ZTE device was collected and is now in the possession of the Chinese government....
by Leif Jensen | Jun 20, 2018 | General |
Have you thought of having your IRA lend money to your father? If so know that this is a prohibited transaction. In 2013, a woman attempted to roll over her IRA assets into a new retirement account (probably a self-directed IRA). The assets of the IRA consisted of...
by Leif Jensen | Jun 19, 2018 | General |
I have a client that was looking to the outside for their first non-family member for their C-Suite. I had a small part of the process during the interview process; it was interesting seeing the process from my viewpoint. I challenged the applicants on their require...
by Leif Jensen | Jun 18, 2018 | General |
In 2018 loans to small businesses backed by the SBA have risen 4% this year and are on pace to beat the tally from 2017. Personally I am not a fan of the SBA, the costs are huge and they are designed to protect the banks not the borrowers. The SBA’s flagship loan...
by Leif Jensen | Jun 13, 2018 | General |
I was having lunch with a banker and they were telling me about the problems they were having with a nameless client. It seems that their client works in a perceived specialized field; it’s actually not, its retail with a small educational component. So they were...
