When meeting with new clients, we often learn that they do not have a basic estate plan. While we are not estate planning attorneys, we feel strongly that having the key components in place is vital to our clients’ financial plan and family’s well-being.
Imagine a world where your mortgage lender is offering to pay you $3,500/year to take on a no interest $500,000 mortgage.
When it comes to valuing fast growing tech companies, venture capitalists seem to speak in their own foreign language. Traditional Wall Street terms like earnings per share, return on assets or discounted cash flows don’t even exist in their dictionary.
There were a number of Tri-Valley deals in Q2. Find out who raised venture capital, who was involved in M&A and what businesses are registering in or relocating to the Tri-Valley.
Please join us in welcoming our 2019 summer interns! For the next six weeks, Archer and Geoffrey will be working side by side with Jonathan, Lauren and myself to further cultivate their interest in finance.