Tag Archives: valuation

Roger Winsby Interviewed on the Importance of Business Valuations

On May 8, 2015, Axiom’s president, Roger Winsby did a radio show interview with Josh Patrick, president of Stage 2 Planning Partners. and a host on Exit Coach Radio Network & Podcast.  They discussed the various reasons why business owners should consider getting a valuation

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Is Investing in an Equity Tranche of a CLO Too Risky?

From November’s Axiom on Value:
By: Dr. Stanley Jay Feldman, Chairman, Axiom Valuation Solutions
John Roberts, Managing Director, Axiom Valuation Solutions
One of the more complicated investments to value is the lower end tranches of CLOs, collateralized loan obligations.  Axiom’s CLO model provides investors with

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A Research Note on the Value and Under Pricing of Life Policies

By: Dr. Stanley Jay Feldman, Chairman, Axiom Valuation Solutions
John Roberts, Managing Director, Axiom Valuation Solutions
As the leading age of the baby boom approaches 70, we can expect this cohort to not only seriously evaluate their wealth positions and income requirements to maintain their

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