Invest in Portland

You have made investments in many financial instruments like insurance, mutual funds, NSC, bonds etc but the person who helped you in doing this or in other words the person who advised you is he/she a certified financial planner? Have you ever thought of seeking help from a certified financial planner?

Every newspaper advertises for insurance advisors who can be a student, a house wife or a retired person. It is not surprising if you have invested through them. The reason you invested through them is you know them either by your family relationship or through social networking. Have you ever realized that the person through whom you are investing your money does have basic financial knowledge? You may not have the answer as you assume an investment advisor is a person who has sound financial knowledge and who can help you select a better investment product. Your assumption is not always right as your advisor is merely an sales person. Apart from the product which he/she is selling, he/she does not know anything else in financial planning.

You should always invest in any of the investment options available based on your need and requirement not because your advisor is telling you without understanding your financial plan.

It’s your hard earned money, think before you invest and always locate a financial planner before you invest. Financial planners’ charges a nominal fee but the skills and expertise which financial planners possess can help you grow your wealth. Next time if any of your known friends or relative approaches for any investment product, think twice and then invest as it is your money.

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One of the key roles a merger and acquisition (M&A) advisor or boutique investment bank plays is representing his client during the sale of the client’s company. Due to the importance of a company sale and the complexities that arise during a transaction, it is advisable to hire an experienced investment banker who will act as your advocate. A skilled investment banker can assist in many ways:

Help clarify your goals and evaluate your strategic alternatives. Use various valuation techniques to provide guidance on the anticipated purchase price and the underlying rationale. Assist in positioning the company in a positive manner, including recasting the historical financial statements and building clear and credible financial projections. Prepare professional marketing materials that catch buyers’ attention.Extensively research and screen for the most desirable, qualified buyers. Aggressively market your business to qualified buyers to generate a high level of interest and to create a highly competitive market. Manage the flow of information and discussions between you and potential buyers.Maintain control of the process to reduce the risk of rumors and breaches of confidentiality. Act as a buffer between you and potential buyers to minimize emotions that could be detrimental.Navigate through the negotiating process; work to resolve the complex financial, legal, structural and tax issues that arise. Coordinate other professionals and members from your company that are involved in the process; act as a quarterback. Provide steady, consistent endurance; maintaining positive deal momentum. Extending the duration of the process and losing momentum kills deals. Provide helpful, objective advice based on experience and act as a sounding board throughout the process.

Make sure your investment banker is a specialist in selling companies – that it is core to his business. He should be completely focused on your transaction; actively coordinating the entire effort in order to optimize management’s time and allow management to concentrate on operating the business.

The information and views contained in this report were prepared by The Wilcox Group, LLC and should not be construed as an offer to buy or sell or a solicitation to buy or sell any financial instruments or to participate in any trading strategy. The information contained herein is believed to be reliable, but The Wilcox Group, LLC makes no representation as to its accuracy or completeness. Copyright © 2010 The Wilcox Group, LLC, all rights reserved. Securities offered through PetroGrowth Energy Advisors, LLC, a registered broker-dealer and member of FINRA / SIPC

People have a tendency to put their trust in other people.