The “Silver Tsunami” and its Effect on the M&A Landscape
There are record numbers of Baby Boomers seeking to sell their business, and many are facing a common problem: their would-be heirs would rather have …
An Overview of M&A in the Registered Investment Advisor (RIA) Space
Merger and acquisitions (M&A) in the investment advisor space has been hot. Valuations have been on the rise in recent years on the back of strong st…
How Employee Ownership Provides a Competitive Edge In Recruitment and Retention
Employee stock ownership plans (ESOPs) offer several advantages to employers attempting to respond to the growing demand for employee ownership while …
An Overview of M&A Activity in the Insurance Space
Financial services firms of all types have seen a significant increase in merger and acquisition (M&A) activity over the last several years. Insuranc…
Thinking of Selling Your Company? Here’s Why You Should Hire an Advisor
In today’s competitive market, many business owners receive unsolicited offers. With a competitive offer in hand, it may be tempting to try to negot…
Raising Capital for Growth
For companies considering M&A and other growth strategies, learn about different financing terms, structures, and capital sources available to help bu…
How Business Owners Can Preserve Their Company Legacy
Employee stock ownership plan (ESOP) represent an alternative way for business owners to sell their company at fair market value, while limiting busin…
Buyside Advisory Services and Acquisition Capital
There are many factors to consider when evaluating a potential acquisition: strategic fit, product/service overlap, geography, and human capital, to n…
How ESOPs Can Help Preserve a Founder / CEO’s Legacy
Founders and owners of businesses must weigh many factors when considering selling the company they worked a lifetime to build. There are, of course, …
Debt Financing in Different Flavors
Most business owners, CEOs, and CFOs are familiar with traditional bank lending when borrowed capital is required, and likely receive regular solicita…
How to Select the Optimal ESOP Valuation Advisor
For employee stock ownership plan (ESOP) trustees, choosing the right valuation advisor is critical. The valuation of the company’s stock is arguabl…