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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Friends and Family “Round” Investing

A lot of people who approach angel investors are – or think they are – at a point that they’ve got most of their problems solved and they want a bunch of money to accelerate their plans. I want to clarify for my social followers though –

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angel, Business, founders, Investing, startups

Price-to-earnings (P/E) ratio – what is it and why care?

P/E ratios are a good quick gauge of the value of an investment. It is limited, and there is a ton of additional information to consider when making an investment, but it is a nice quick-view metric. The P/E ratio of a stock is the stock’s price divided by the earnings per share. So if […]

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Finance, Investing, stock

Convertible Notes: Is the Reward Worth the Risk?

Here in 2014 convertible notes seem to be all the rage in the startup funding arena. The commonly given reasons for using notes versus a straight equity funding arrangement are: faster to close, cheaper to close, and it pushes back the valuation discussion. There are other advantages to notes but these are the most common reasons […]

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angel, Business, Funding, Fundraising, Investing, Startup

Is Your Startup Revolutionary or Evolutionary?

Is your startup idea revolutionary or evolutionary? An evolutionary startup is one that is looking to enter an existing market, but the intent is to position the product or solution in a way that is “better, faster, cheaper” (or some combination of these) than the existing solution that exist. Alternately, a revolutionary startup is one that is looking […]

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Angels, Business, Founder, Investing, Startup, VC

Startups: Know Your Numbers

Sure, we all know – when you are a founder of a start-up putting together financial projections, the numbers are largely guesstimates. Young ventures don’t have the business history needed to properly predict, budget, and forecast revenue and expense numbers. That doesn’t mean the founder(s) shouldn’t go through the exercise though.

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Business, Finance, Investing, startups
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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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