June 22, 2017

Why Real Estate Continues to be the Poster Child for Equity Crowdfunding

We are now several years into the introduction of accredited investor equity crowdfunding. The results, failures and successes of this new form of financing could […]
October 21, 2015

Increasing Business Valuations for M&A: Diversify the Customer Base

Each businesses with which we work has a different tail that wags the proverbial dog. Some companies operate with a very small client-base with sky-high […]
October 25, 2013

Avoiding Acquisition Pitfalls: Stick to the Basics

Acquiring the right business can expand market share, diversify product or service offerings, improve distribution, and enhance sales and profits.Yet at the same time, a […]
September 9, 2013

Will the business survive?: 7 Leading Indicators

Specific business indicators can be analyzed to determine whether a business is a good candidate for surviving another generation. Some business are better suited for […]
November 27, 2012

Piecemeal Stock Sale: A Business Redemption

One diversification strategy to take some risk and money off the table and out of the business is to perform a piecemeal stock sale. In […]
November 21, 2012

Business Diversification: S Status Conversion

Business diversification will always need to include some accounting for tax. Truly diversified companies will always consider the tax implications of their M&A activity and […]