When business owners consider selling their company, intellectual property (IP) is often one of the most overlooked yet critical components of valuation. Whether you’re selling to a private equity (PE) group or a strategic buyer, understanding how IP impacts a company’s worth can mean the difference between a good deal and a great one.… Read More
Economic uncertainty is a reality that investors, business owners, and high-net-worth individuals must navigate. Markets fluctuate, inflation rises and falls, interest rates shift, and global events can send shockwaves through the financial system. The key to long-term financial security isn’t just hoping for the best—it’s preparing for the worst.… Read More
Wealth transfer taxes are a significant factor in estate planning. These taxes can reduce the amount of wealth passed down to your heirs, making it essential to understand how they work and what steps you can take to minimize their impact.… Read More
As we head into 2025, mergers and acquisitions (M&A) are shaping up to bring a mix of challenges and opportunities. Whether you’re a business owner thinking about selling or an investor planning your next move, understanding what’s coming can help you make smarter decisions.… Read More
Investing is no longer just about building wealth—it’s also about making a positive impact. High-net-worth individuals are increasingly drawn to Environmental, Social, and Governance (ESG) investing as a way to align their portfolios with their personal values. ESG strategies allow investors to achieve strong financial returns while supporting causes they care about, from combating climate change to promoting corporate accountability.… Read More
When selling your business, taxes can significantly impact the sale and the proceeds you receive. Whether it’s part of your retirement plan or a strategic move to start something new, the financial rewards can be significant. However, the amount you actually take home from the sale depends heavily on taxes.… Read More
Enterprise value (EV) reflects a company’s total worth, factoring in market value, debt, cash, and non-operating assets. It’s like the price tag on the business if someone were to buy it. The sales multiple compares EV to annual sales revenue, showing how the market values a company’s sales performance.… Read More
When managing investments for endowments, foundations, and nonprofits, transparency, accountability, and strategic decision-making are essential. One powerful tool that helps investment committees achieve these goals is benchmarking—the process of comparing a portfolio’s performance to a relevant standard. But not all benchmarks are created equal.… Read More
Would you like help creating your dream exit? You’ve poured your heart and soul into building your business. Every ounce of effort, every tough decision, and every sleepless night has helped shape it into something truly remarkable. It’s been like raising a child—watching it grow, thrive, and become something you’re incredibly proud of.… Read More
As we move through 2025, investors are facing a range of economic factors that could significantly impact their portfolios. From taxes and tariffs to reduced regulations, the economic environment is shifting, and understanding these changes is essential for making informed investment decisions.… Read More