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Warrants are often packaged with seller subordinated notes as consideration for sellers to an ESOP. Due to the highly-leveraged nature of an ESOP transaction, the warrants have a very low value when they are issued and, as the company pays off the transaction debt and...

Let's start with a universal truth: snacks and protein in the office contribute to a happier work environment. Now, I'm only joking... but hey, it does help! In crafting a successful office culture, I've come to embrace a philosophy rooted in long-term thinking and...

Artificial Intelligence, also known as AI, is all the hype in 2024. In the most basic terms, AI is a technology that enables computers and machines to simulate human intelligence and problem-solving capabilities. In other words, it is a computer that can learn and get...

I've spent the past 20 years performing business valuations for my clients. Often, I find myself helping business owners and their advisors plan for ownership transitions, including what happens to their business after they die. Estate planning can get deeply...

It is up to you, as a service provider, to either capitalize on your opportunities or allow them to pass you by. For me, navigating client service over the long-term boils down to four core questions.

Shareholder agreements can provide valuable roadmaps for private companies navigating ownership transitions.

“We’re excited to have Michelle and Jeff expand their service areas into Southwest Florida. Both of these experts have roots in Florida and are excited to work closely with other professionals in the area.” – Nick Adamy.

An ESOP can be an excellent exit option for business owners, but there are key characteristics that are generally required to make them a good fit.