Capital Insights

Reorder the Capital Decision When an Assumption Changes

By Don McClain

A changed assumption can affect several capital and ownership decisions at once. State the original expectation, the new information and what remains uncertain. Trace the consequences across business and property plans, checking whether cash or management capacity has been assigned to more than one priority. Separate existing obligations from decisions still open, and identify changes that require consent or professional review. Set a review trigger, a responsible person and a decision date so the sequence can change as facts develop. General education, not individualized financial, tax or legal advice. Bring the changed assumption and its dependencies to Medro Advisors. Explore the forthcoming FUNDED by Don McClain.