more-arw search

What does Joseph Ori think?

Joseph J. Ori, is President and Chief Executive Officer of the company and is responsible for all business of the company. Mr. Ori is a highly accomplished real estate and corporate finance executive with significant knowledge and experience is all facets of commercial real estate including; ... See full profile

I would first ask your law firm and banker for recommendations on a small or regional investment bank or broker dealer to advise on your capital...
Each Quarter: 1. Rent roll 2. Operating statements Annually: 1. Rent roll 2. Audited financial statements 3. Summary of payments to investors The...
The best analysis is as follows: 1. Prepare the 16 year cash flow from the investment. If the CF is some years is zero or negative include as such. 2...
The cost overage would be part of the basis the seller/lessee has in the property and if sold per a lower fixed sale/leaseback price, it would be...
Your question is a little vague, however, if the lessee is constructing a building that will be sold and leased back, then typically, any cost...
I also agree with the above, that any corporate investment, even for a start-up, should be analyzed with a DCF analysis. The discount rate should be...
I would suggest you prepare a five year ratio analysis to show to the CEO/CFO which will identify their problems with WC. You can show five ratios,...
From your question, it appears the loan is to the LLC that will own the business and therefore is a debt of the LLC, even though you guarantee it....
I have all three, MBA, CPA and CFA and it depends on your career path. If you want to be in corporate finance or accounting, MBA/CPA, if you want to...
Yes, you can borrow funds from Co. A and use those funds to make an equity investment in Co. B. There is no tax on initial transaction, however, need...
You can see my training module titled "Financial Statement Ratio Analysis" here at Proformative.
I am both and if your career plan is accounting, finance and to be a CFO, you will need a CPA. If your career path is investments and portfolio...
There's a formula to determine the cost of not taking the discount. If terms are 2%,10 N,30 formula is: 2'%/100%-2% X 365/30-10=37.2%
I would never not take a physical inventory even with a review. Inventory fraud, theft, obsolescence, etc. are one of the biggest problem areas of...
If you mean the rental security deposits from the tenants, then they are both an asset as "Cash-Security Deposits" and a liability as "Security...
I would not only ask about revenue, but request a copy of the audited financial statements before accepting the position. If the company won't give...
How big a loan are you seeking and where is the property?
The typical fund raising fees for my firm are 3%-5% for an equity investment, 2.5% for a joint venture and 1% for debt.
LLC-pass through entity, can designate profit split, retained profits still taxed based on profits interest, top tax rate 39% vs 35% for corp and...
This is an intl project finance deal and if it makes sense, the co should be able to raise debt and equity capital at the corp level to make the...
NPV function works as follows: 1. In XL worksheet insert cash flows in cells vertically 2. Initial investment in yr zero is negative 3. Pull up XL,...
Have you considered activity based costing, ABC, instead of job based costing? It will provide a truer costing amount, more reliable GP and higher...
The pitch deck should include the following: 1. Strategy for the acquisitions and scaling the biz 2. 5-7 yr pro forma ni and ebitda 3. PE firms do...
Perform ratio analysis over 3-5 yrs and compare to competitors in the industry.
Usually, they need to make sure the shares are registered for sale through the IPO.