As a privately held business, knowing your true value isn’t always straightforward. The big guys can look to their publicly traded stocks as an easy indication of worth, but you…
Read More
Not All ESOP transactions are created equally. Join Will Rodriguez and 3 of his esteemed colleagues as they discuss the team, process, and steps necessary to improve deal outcomes…
New to ESOPs? Join Vision Point Capital’s Will Rodriguez and Berman Hopkin’s Phillip Hayes as they discuss what ESOPs are, how they work, and when they are a good…
Family-owned businesses are the heart and soul of the American economy. And when it comes time to retire and pass the company on to your children, succession planning is key….
The sale of your business is potentially the most important financial decision you’ll ever make, and many business owners fail to prepare for it properly. According to a Small Business…
If you google “Business Valuation Calculator”, you’ll get a ton of results promising fast, easy business valuations for the very low price of “free”. Well – kind of free. Chances…
While COVID-19 disrupted businesses worldwide, in the world of mergers and acquisitions things are as hot as ever. By now, many have adapted to a post-COVID outlook and are wheeling…
In the past decade, Employee Stock Ownership Plans (ESOPs) have increased in popularity as a way for business owners to exit while keeping things “business as usual.”
In the old traditional investment model, it was more common for a financial buyer like a private equity firm or a hedge fund to consider those investments as strictly a…
Rather than waiting for problems to arise in an M&A transaction, many business owners are increasingly choosing to conduct due diligence on their own company – long before the sale…
