Tag: Financial Tips

In uncertain financial times, it becomes even more important for business owners to have strong relationships with their bank, CPA and financial advisor. But I also recommend assessing and cultivating other key relationships to help you weather the storm until market conditions improve.

Internal Business Relationships
Particularly during an economic downturn, success is all about understanding what drives your business. Looking back at the Great Recession, I believe the companies that best navigated it did a good job of recognizing and retaining the people who created value for them — rather than simply implementing widespread…

As the holidays approach, tis the season for shopping! Retailers play to our emotions and take advantage of the festive spirit to encourage our spending. The pressure of the holidays has us striving to purchase the perfect gifts, prepping to host holiday guests and dressing the part for parties, but these buying impulses can get the best of us if we don’t plan ahead. To avoid draining your bank account, here are some helpful tips to navigate your finances and wisely use credit this holiday season.   

Make a list and check it twice. To…

Private investors often work with banks, like Univest, to support their ongoing financing needs.
Typically, a middle market investment firm falls into one of three categories: private equity,
family office or independent sponsor. Univest has a long track record of working with all of these
groups in a number of capacities including purchase transactions, ongoing financing needs, and
treasury management. For the purposes of this article, we will focus on the various types of
financing provided to a traditional, committed private equity (PE) fund.

Financing acquisitions of portfolio companies
Often when acquiring a portfolio company, the PE fund will look…