Research

Focus on Operating to Maximize Company Valuation Operating Efficiency is a key value driver for companies and company valuations. Low fixed costs relative to industry standards can drive profit [...]

The U.S private equity market in Q3 picked up right where it left off from Q2, marking a historic run in activity mainly in regards to robust economic growth, cheap debt, and a new precedent for [...]

Rapid economic growth and strong markets coming out of the Covid-19 pandemic have fueled a historic run of private equity exits. Exit values are 50% larger 2021 year-to-date than the next highest [...]

The spread of COVID-19 has vastly impacted our economy during the last two months. These impacts can potentially be felt for many more months to come. This article highlights how COVID-19 has and [...]

While the Covid-19 pandemic hits and reshapes companies, industries, national economies, and our society in previously unthinkable ways, business leaders need to think beyond survival to the [...]

The scale of the Covid-19’s impact has begun to sink in amongst the business community. With this crisis comes a variety of questions. How does an organization share this economic pain amongst [...]

In a past post, we met an owner who told his advisors that he planned to leave his company not on a specific date but “in about five years.” Would it surprise you to learn that owners who pull [...]

In the realm of Exit Planning and Estate Planning, it can be important to understand what estate taxes are, know the tools available to help minimize them, and employ those tools to transfer your [...]

Current tax rates are likely the lowest we will see in our lifetimes. At some point, burgeoning budget deficits, ballooning costs of social programs and the War on Terror must be paid. Expect tax [...]

Full disclosure: Wealth preservation planning can’t help any of us cheat death, but it can help business owners avoid taxes and pursue financial security. The ideal Exit Plan (one that provides [...]