Recent Updates
- All
- News
- Publications
- Announcements
DIY Banking vs. Hiring an Investment Banker
News of a sale of a company can spread like wildfire. Bring in the experts to manage the process, and don’t try this at home. When news first spreads about the sale of a middle…
Potential Doubling of the Capital Gains Tax Rate Drives Strategic Discussions Among Business Owners
Whatever your political affiliation, U.S. business owners are assessing the likelihood, timing, and impact of tax proposals from Vice President Biden and the Democrats if they win the White House and control Congress. This blog…
M&A Due Diligence: Technology Diligence (Part IV of IV)
Even if your company is not a technology company, technology-related aspects are important to investors during the process of capital raising or when getting ready to sell your business. Why are these technology-related aspects important?…
Overview of Minority Recapitalization
An attractive transaction option for business owners who want to continue to maintain control of a growing business There are two types of recapitalization options for business owners—majority and minority. This article will focus on…
M&A Due Diligence: Accounting Diligence (Part III of IV)
The accounting diligence process examines the accuracy of the historical financial statements and assesses the forecasts. When going to market, it is crucial to have accurate, consistent, and timely financial information that ties with the…
