Too Much Information
This upcoming Friday I have a meeting with a partner that was not able to attend the LEV Annual Meeting. During the scheduling process, I sent a link my notes and asked what our agenda was. He replied with the following: Review statements. How do I read these? Review current metrics and translation into goals. […]
Marketable Securities in a Private Company
Over the last several years we have reviewed nearly one-thousand private companies. A handful held marketable securities. In each case I believe it was the result of a restricted dividend policy. The family business wanted to hold on to more current assets than were immediately required in the business and rather than sit on cash […]
Quantifying Culture
In the first half of this year (2019) we made a concerted effort to survey current and prospective teammates regarding personality traits. While I do not believe you can quantify everything about a person, I believe we can improve our initial understanding and get to an understanding of a unique individual faster by starting with […]