Blogs
What Does a Bear Market Mean for RIA M&A?
Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates…
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…
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 …
Potential Impact of Proposed Tax Legislation Changes on Business Owners
With President Biden’s proposed tax increases on the wealthiest Americans and business owners, an ESOP just got a whole lot more attractive for owne…
How to Sell Your Business and Defer Capital Gains Tax
Most owners who are thinking about selling their business generally know of two options: you can sell your company to a private equity firm or to a co…