Blogs
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…
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…
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…
When is the Right Time to Sell a Company?
While only a business owner can truly know when the time is right to sell their company, working with an advisor during the early stages of their plan…
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…
How Will Selling Your Company to an ESOP Affect Your Role as Founder/CEO?
If you are considering selling your company to an Employee Stock Ownership Plan (ESOP), you may have questions about how the transaction will affect t…
Preparing for a Sale: Four Key Financial Elements
Preparing to sell your business requires time and planning. If you are contemplating a sale, there are four financial elements buyers are looking for …