A company’s most powerful asset is its culture and the people that shape it. The most successful companies understand that a culture where people feel empowered and valued is key to building long-term success. While many cornerstones and philosophies underpin a strong...
Although the name 'phantom stock' might suggest something mysterious, it is actually a very real and effective tool used by private companies to attract and keep top talent without giving them legal ownership in the company. In this paper, we’ll explain how phantom...
Transitioning ownership in a business is inevitable, but it can be a sensitive and emotional subject. Business owners invest immense time, capital, and effort into building their companies, which is why succession planning is often postponed—it can feel overwhelming...
As a business major in college, you often hear about glamorous careers as an investment banker on Wall Street, a consultant traveling frequently, or working in public accounting at a major firm. While these roles come with exciting prospects, the 70-hour work weeks...
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.
We are lifelong learners who serve clients by solving meaningful financial problems.
