Brad Kingsley, CEPA®, CFP® | Certified Value Builder

Helping owners grow income, maximize value, and build (or re-build) a business that can run without you - even if you never plan to leave.
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Your Startup: Current Value – Future Value

Let’s say you have a startup and you’re looking for funding. As part of the funding process, one – of many – things to discuss with be the current valuation of the venture. Perhaps you or an external source has pinned the current value of the business at $1 million dollars. Because you know that […]

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Single Instance Sales Versus Recurring Revenue

Selling single-instance items is great. Let’s say you have a product that retails for $30 and you sell one per day. At the end of the first month you’ve sold about $900 ($30 x 30) worth of product. At the end of the first year you’ve sold $10,950 ($30 x 365). Not bad. Sell 10/day […]

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Everyone Should Do A Startup Weekend

Well, maybe not EVERYONE but I do think that most people should participate in a Startup Weekend at some point in their lives. We had our first Startup Weekend here in Charleston this past weekend and it was a great turnout with some cool results. Just before the demo presentations yesterday I spent a little […]

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Equity as a Solution for Wealth Inequality

I read an article on Fortune recently titled “An easier solution to wealth inequality?“. The article suggests “corporate profit-sharing, employee stock ownership, and stock option plans” as a way to help balance out some of this inequality. It also points out, rightfully so, that this plan isn’t without some challenges – perhaps the biggest being: If […]

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How much do you need to save for retirement?

How much do I (you) need to save for retirement? It’s a tricky question, but a popular one. Let me share my thoughts on it for a moment. In my mind, an ideal “retirement” situation (and/or even an ideal target “wealth” situation) would be for someone to have enough investments that generate enough returns to […]

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Proverbs 19:20

"Get all the advice and instruction you can, so you will be wise the rest of your life."

About Brad…

Professional:
Certified Business Value Builder
Certified Financial Planner

Previously founder & CEO of OrcsWeb, CloudServers.com, and Cytanium (all sold).

Personal: Christian, husband, father, philanthropist, entrepreneur, and mentor.

Recent Posts

  • The Key to Scaling Up a Service Business
  • The Value of Financial Advice (Updated Research)
  • How to Defer Taxes on up to $55k when Self-Employed
  • How 8 Key Investing Indexes Performed In The Past 10 Years
  • How We Made Our Second Million

Disclaimer

The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience.

Because each individual’s situation is different, the reader should consider working with a fee-only CERTIFIED FINANCIAL PLANNER™ professional for their specific financial needs.

Investment Advisory

Investment advisory services are offered through Cast Financial LLC (“Cast Financial”), a registered investment advisor located in Nebraska.

Cast Financial is registered in NE & SC. Cast Financial may only transact business in those states in which it’s registered or qualifies for an exception or exclusion from registration requirements.

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