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Stock Options - A Brief History in the US
In the 1980s and beyond, stock options gained immense popularity as an effective method for startup companies to offer incentive...
greenwoodphilip
Sep 9, 20246 min read
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Overview - Equity for Employees in Early Stage Companies
In advising with early-stage firms, a constant concern by founders, employees, and students is the equity program made available to them....
greenwoodphilip
Sep 4, 20244 min read
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Leveraged ESOP - A hypothetical example
Employee Stock Ownership Plans (ESOPs) have a varied history in terms of popularity in corporate ownership structures. These plans aim to...
greenwoodphilip
Aug 22, 20244 min read
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Employee Stock Ownership Plans (ESOPS) - aligning your employees with shareholders
Firms also employ another tactic to boost productivity and profitability, which involves implementing Employee Stock Ownership Plans...
greenwoodphilip
Aug 15, 20245 min read
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Gainsharing - is it still applicable?
When considering financial metrics like ROE and ROAI, organizations focus on improving profitability through company-wide programs such...
greenwoodphilip
Jul 31, 20242 min read
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Operationalizing DuPont Formula, Part 3
Recall the DuPont Formula can be deconstructed into several components: ROE = (1-T) x (ROAI + (Leverage*(ROAI - Cost of Debt)) where T =...
greenwoodphilip
Jul 23, 20245 min read
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Operationalizing DuPont, Part 2 - Operating Strategies
In the initial article of this series, we delved into a unique perspective on analyzing Return on Equity (ROE) and the DuPont Formula,...
greenwoodphilip
Jul 8, 20244 min read
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Operationalizing the Dupont Formula and More - Part 1
Financial ratios like ROI, ROA, and ROE are crucial performance measures used globally by companies. The tech industry has introduced a...
greenwoodphilip
Jun 20, 20244 min read
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Incremental Improvement, Part 7 - Pulling it all together
Throughout the recent series of articles, we have analyzed the necessary improvements required in various variables to elevate a...
greenwoodphilip
Jun 11, 20244 min read
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Improving ROAI - Lowering Asset Investment, Part 6
Previous posts discussed the impact of improving a key metric, such as: Increasing Prices Boosting Sales Volume Cutting Variable Costs...
greenwoodphilip
Jun 3, 20243 min read
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Improving Performance, Lowering Fixed Costs - Part 5
Improving a target metric like ROAI (Return on Assets Invested) can be achieved through various strategies. Previous discussions have...
greenwoodphilip
May 23, 20244 min read
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Incremental Improvement in ROAI - Lower Variable Costs - Part 4
The impact of increasing prices or sales volume on a critical number like Return on Assets Invested (ROAI) can be significant. In each...
greenwoodphilip
May 10, 20243 min read
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Incremental Improvement for the Biz - Part 3
The goal is not to suggest one-time breakthroughs in business financial results but to focus on incremental long-term improvements that...
greenwoodphilip
Apr 22, 20245 min read
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Incremental Improvement - ROAI, Part 2
As mentioned in previous posts, ROAI and Cost of Debt and Part 1 of this series, Return on Assets Invested (ROAI) can serve as an...
greenwoodphilip
Apr 4, 20245 min read
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Improve your organization, Incrementally! Part 1
A popular book over recent years is Atomic Habits by James Clear where individuals, teams, and organizations can dramatically change...
greenwoodphilip
Mar 26, 20242 min read
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Small Business Cash Flow Issues - how to identify earlier?
A recent article on bankruptcy for small businesses in the Wall Street Journal reminded me of an issue that almost all small businesses...
greenwoodphilip
Mar 16, 20243 min read
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Entrepreneurs thinking like an investor
Fast Company posted an article recently about the need for entrepreneurs to think like an investor when raising money. In my classes on...
greenwoodphilip
Jan 30, 20234 min read
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Zero Based Budgeting - has it's time come, again?
In a strategy class the other evening, a student asked if I was familiar with the concept of Zero Based Budgeting. To his surprise, I...
greenwoodphilip
Nov 29, 20223 min read
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