Loan vs. PE

Recently I had more than a handful of businesses in a conundrum deciding between PE investment or loans.  There were two that were not even close to being ready to entertain investors.  One wanted to launch a new revenue channel but admitted he did not want...

Business non-launch

I want to share an analysis of an expected business launch that prevented a bad decision. An 18 year veteran for yoga came to me for guidance on a business launch she wanted to do that involved retail space in San Diego county. It is quite common for a professional to...

Loan restructure impossible without profits

I have a particular case that stands out to discuss profitability. A former corporate executive with name recognition for marketing bought a company and wanted to turn it around. Unfortunately, his partner and intended CFO went through an unforeseen event with his...