For over 150 years, the dominant model of ownership for professional service firms had been the partnership. It had a good run, but its time has passed. For accountants, lawyers, architects, engineers, investment bankers, and countless niche professionals, even...
Construction is a cornerstone of America, as are the individuals who devote their careers to this vital profession. In an industry characterized by fragmentation, high turnover, and volatility, the exit options for a business owner are often limited. Proactive...
Employee stock ownership plans, or “ESOPs”, come in all shapes and sizes. There is no definition of a company or an industry that makes a perfect candidate for an ESOP. However, naturally there are industries where an ESOP makes sense for both the business and the...
Trial and error can be a great way to learn, especially when making errors. The more painful the error, the stronger the lesson sticks. Since most business owners get one, maybe two opportunities to sell a business in their lifetime, trial and error isn’t an option....
Introduction The evolving global economic climate, marked by the resurgence of protectionist trade policies, has reintroduced uncertainty into the commercial environment. Among these policies, tariffs have emerged as a disruptive force—affecting operational...
Dear Buyer, If you're anything like me, you love a good deal: “BOGO”, “50% off”, “final sale”, “clearance”, “all must go.” What comes to mind when you see these discount signs? I usually think one of two things: This is a great deal, and I should buy it; or What is...
When two parties are embroiled in a litigious dispute, emotions often run high, clouding judgment and impeding resolution. As valuation and forensic experts, it is our duty to uphold the integrity and objectivity of our analyses, ensuring that personal emotions do not...
In the dynamic landscape of entrepreneurship, the Entrepreneurial Operating System (“EOS”) offers a structured framework to help businesses clarify, simplify, and achieve their vision. While EOS provides valuable tools for growth and scaling, it's important for...
As AI has grabbed headlines and captured popular attention, it raises some intriguing questions for business valuation. In particular, what does the future hold for the role of the human expert in valuation? This is not a new question. The quest to harness computing...
Selling or acquiring a business is often one of the most consequential events in an entrepreneur’s life. Through my experience with numerous transactions, I have seen firsthand how a well-executed deal can be truly transformative—not only for the seller but also for...
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