Finance and Financial Management Commons^™

Assessing The Impact Of Impact Investing: Practices, Challenges, And Opportunities Towards The Standardization Of Impact Assessment Mechanisms, Taylor Poe

Finance Undergraduate Honors Theses

This research project focuses on gathering information on which impact measurement mechanisms are currently used in the impact investing industry, and how these mechanisms are standardized across various firms, geographic locations, and fund types. The overarching goal of the study is to provide an assessment of the impact investing industry and the use of standardized impact assessment practices. The specific goal of this research study is to collect and present information on the current state of impact measurement standardization. Research is separated into three large components: interviews with industry leaders, findings from social finance conferences, and research of scholarly sources. …

An Analysis Of The Housing Affordability Crisis: Private Equity Or Legislation Issue, Jack Polk

Finance Undergraduate Honors Theses

The aim of this thesis is to explore the claim that private equity investment is the cause of the modern unaffordability in the single family housing market. Through empirical study and historical research we found that the footprint of institutional investors in this space is insignificant. However, legislative errors which have artificially inflated demand and suppressed supply over the past decade have greatly contributed to the crisis and must be corrected for the long term health of the housing space. These corrections will focus primarily in the alleviation of supply pressures for new development and the continuation of the low …

Strategies For Sourcing Funding For Startup Businesses In Nigeria, Nelly Nwabuisi Adiawari Oburo

Walden Dissertations and Doctoral Studies

Some small and medium enterprise (SME) owners are challenged with sourcing adequate funds to start and continue in business. Financing SMEs is critical to their owners to ensure they can remain financially viable and continue contributing to Nigeria’s gross domestic product and economic growth. Grounded in the pecking order theory and the financial growth cycle theory, the purpose of this qualitative multiple case study was to explore strategies owners of startup SMEs in Federal Capital Territory (FCT), Nigeria, can adopt to source funds required to start and sustain a business beyond 5 years. Data were collected through semistructured interviews from …

Permanent Equity: Successfully Finding And Buying A Small Business, Lewis Wang

Senior Theses

This thesis aims to build off the existing research on the advantages of permanent equity within the micro-cap market space. This strategy combines many advantages from private equity, venture capital, small-cap, and value / quality investing in order to generate a differentiated return. While the pros and cons of these various strategies have been explored by previous academic research, not much has been written on the actual implementation and choices practitioners must make when they decide how to deploy capital. In order to dive deeper into implementation, this thesis presents several anecdotes of various firms that invest in this space …

Pre-Management? How To Best Prepare: A Brief Overview For Potential Accounting, Finance, And Information Systems Students, Ammon Kou

Marriott Student Review

Many pre-management students are curious about the accounting, finance, and information systems majors offered at BYU. This article features an overview of each major and how best to prepare for those majors’ programs.

Private Equity In Family Firms: Drivers Of The Willingness To Cede Control, Marisa Henn, Prof. Dr. Eva Lutz

The Journal of Entrepreneurial Finance

Our aim is to empirically examine how reasons for using private equity (PE) and prior experience with PE affect the willingness of privately held firms to cede company control. Based on a questionnaire entailing 75 privately held firms backed by PE, we show that family firms cede less control than non-family firms when entering a PE transaction. However, if firms seek funds due to challenges related to ownership changes, the difference between family firms and non-family firms decreases. Moreover, we find that family firms sell more company shares if they are run by a PE-experienced manager.

Crowdfunding As A Financing Resource For Small Businesses, Melissa Cohen

Walden Dissertations and Doctoral Studies

Although small businesses borrowed $1 trillion in 2013 from traditional lenders, 35% of small business owners were unable to obtain adequate financing and subsequently sought alternative sources such as crowdfunding. Guided by the pecking order theory, the purpose of this exploratory case study was to explore how 6 small business owners in Tennessee successfully used crowdfunding to start, grow, or sustain their businesses. Data were collected from semistructured interviews and a review of crowdfunding project data on the internet platform including the project description, target goal, amount achieved, number of backers, and locations of the funders. Data were inductively analyzed, …

Financing Strategies For Real Estate Investments, Joshua Parr

Williams Honors College, Honors Research Projects

Most people have a dream of being financially independent and in order to do so it is necessary to save and invest their money. The key is to invest wisely so that one can earn a solid return on their money. Real estate investments are a great way to build wealth because of the benefits they have over other investments. Many are under the misconception that they cannot invest in real estate because of a lack of capital. This belief is entirely untrue and there are dozens of different strategies for investing in real estate with little or no capital …

Social Entrepreneurship And Wealth-Building Plans: Creative Strategies For Working Class Americans, Wayne R. Curtis

Antioch University Dissertations & Theses

This study investigated how the elements of social entrepreneurship with wealth-building strategies can advance the creation of wealth and serve as a mechanism for social change. This research takes a modest first step toward demystifying social entrepreneurship, better understanding the phenomenon, and exploring the relevance of wealth-building in social entrepreneurial activity. Specifically, this exploratory study used a multiple case study design to understand how existing social entrepreneurial ventures include wealth-building strategies, such as employee stock ownership plans for working class Americans. The concept of social entrepreneurship is relatively new. There is general agreement that the concept combines a passion for …

Reit White Paper, Frederic Juillet

Frederic Juillet

Subject: Resulting from the recent financial crisis, this white paper discusses how to better defend shareholders’ investments in Real Estate Investment Trusts (REITs) for the long-term and how to reduce volatility in the REITs market.

Wisdom From Warren Buffett, Todd A. Finkle

Todd A Finkle

Business And Non-Profit Organizations Facing Increased Competition And Growing Customers' Demands (Vol. 10), Anna Ujwary-Gil

Anna Ujwary-Gil

The major issues analyzed in the papers referred to: • business and non-profit organizations as an object of scientific research, • business and non-profit organizations in market economy, • modern tools for business and non-profit organizations management • business and non-profit organizations – global and regional aspects, • financial aspects of managing business and non-profit organizations.

Entrepreneurial Financing—Alternatives For Raising Capital, Paul Broude, Joseph E. Levangie

New England Journal of Entrepreneurship

Most entrepreneurs are continually concerned about their finances. Their companies perhaps not yet profitable, they may have a fear of “running out of dry powder.” These entrepreneurs often have fallen in love with their company’s technologies, products, and potential markets, but they require more resources. Invariably these emerging ventures shroud their fear of the grueling capital raising marathon by presenting voluminous business plans to potential investors. They often flaunt their “optimized business models.” Investors, however, typically want to know why the potential investment is such a good deal. The entrepreneur often wants guidance regarding what to say to whom in …

Setting Up The Books: A Forest Owner's Guide To Capital Accounts And Record-Keeping For Federal Income, The University Of Tennessee Agricultural Extension Service

Financial Management

Forest owners have a number of federal income tax incentives available to them. Growing timber can 2 be an income-producing activity, with the trees being considered a capital asset. Income from sales or other disposition of capital assets is then taxed at capital gains rates, as opposed to ordinary income tax rates. Investments in timber can be recovered through depletion deductions and reforestation expenses, qualifying for a tax credit. These provisions and others in the tax code encourage timber production, which is generally considered to be good for both the ecology and the economy. This publication will assist you …

Financial Information Resources For Special Librarians, Di Su

Publications and Research

Speed has always been a competitive factor and corporate asset in business world. The growth of the Internet has created an equal opportunity for information service professionals in both big and small companies to improve their efficiency. The prominent advantages of Web source are currency, accessibility, and thus, the speed. You are provided with instant updates on issues like rules, official statements, interpretations, statistics, etc., and these documents can be accessed twenty-four hours a day, seven days a week. There are so many valuable Web sites on the Internet that it is impossible to include them all in this article, …

The Performance Of Initial Public Offerings In The Biotechnology Industry, Todd A. Finkle, Dan French

Todd A Finkle