There is a common trait that shows up on the road to building your wealth. This trait shows up as you continue to add to your investment portfolio. You do have an investment portfolio don’t you? And don’t even start the blame game when this trait is revealed in just a moment.
Top Budget Hacks for Planning and Accounting
Something most rags-to riches stories have in common is that a good budget is always needed to help anyone achieve financial security. If you want to significantly improve your credit, you have to learn how to pace your spending and increase your savings.
Tips for Avoiding an Out of Money Experience
Do you run out of money before you run out of month? Many do, but it doesn’t have to be that way! Wealth is the result of widening the gap between what you earn and what you spend. Most of us make the mistake of ramping up our spending as our disposable incomes rise. This is self-defeating. If you do not develop a respect for money, it will always elude you.
Transportation Logistics Projects
Projects in the past year both current and closed:
a, Recapitalization of a $90 million general freight carrier. / Delivered Term Sheet for $20 million in new debt and mezz debt financing.
b. Sale of a 3PL warehousing / LTL / Brokerage company. / LOI delivered and in process
c. Sale of a LA based liquid food grade bulk hauler. / On Hold for new numbers, company took a loss in 2013
d. sale of a MO based liquid food grade hauler. / In process.
e. sale of a Mi based auto parts hauler. / In process.
f. sale of a Mt based refrigerated hauler. / LOI delivered.
g. sale of a Mo based plastics manufacturer. / In the market.
h. sale of a Mo based flat bed hauler. / In the market.
i. sale of a WA based drayage / port service company. / pulled the deal due to poor financials
j. Sale of a $60 Million DOD / DOE General Freight Hauler / In due diligence
k. Non-Bank Debt placement for a TX based Oil Field Services Company.
Current Projects
Staying Busy!
a.. RECAP of a Midwest based, $100 million revenue General Freight Company, Currently under LOI
b. Sale of a SF based Integrated Logistics Company
c. Sale of a NW based Drayage and Port Services Company
d. Sale of a SE based Flatbed and GF carrier, independent contractor model
e. Sale of SoCal based Bulk Carrier
f. Sale of a ND based Oil Field Services Company
g. Debt Placement on a TX based Oil Field Services Company.
By staying busy talking to Investors, Buyers and Sellers; we become more effective for the next client.