Author: Caprice Bradley
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When Not to Implement an ESOP: Considerations for Businesses
Employee Stock Ownership Plans (ESOPs) can be a powerful tool for engaging employees and fostering a sense of alignment within a company, but much like any business strategy; they are
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4 Key Takeaways From the 2026 National ESOP Conference
Authored By: Patrick Lowry At The ESOP Association’s National 2026 Conference, Daniel Aronowitz, head of the Employee Benefits Security Administration (EBSA), outlined the agency’s evolving approach to ERISA enforcement and
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Spring 2026 Fair Value Conference – AI Impacts on Valuation Practices
Authored By: Will O’Donnell At the Spring 2026 ASA Fair Value Conference, the opening panel session brought together managing directors from industry leaders at Deloitte, EY, PwC, KPMG, and Kroll
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What New DOL Guidance Means for ESOP Valuations—and Why It Matters Now
Authored By: Pat Lowry For years, ESOP transactions have operated under a consistent backdrop of regulatory and legal scrutiny—especially around trustee independence, fiduciary processes, and transaction fairness. For trustees, fiduciaries,
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Strategic Planning Through the Lens of Business Valuation: Preparing for What’s Next
Authored By: Pat Lowry Planning Beyond the Present At some point, every business owner and leadership team faces the same fundamental question: How do I develop a succession plan that
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The Questions Outsourced CFOs Ask That Help Investors Protect—and Grow Value
Investors are surrounded by information. The challenge is turning it into clarity at the moment it matters most. Portfolio companies generate reports, dashboards, and updates at a steady pace. Yet
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From Burn to Breakout: Financial Inflection Points Investors Should Watch For
When Investors Have to Decide Every investor faces moments where a portfolio company forces a decision: lean in, hold steady, or step back. These moments rarely arrive with clear signals.
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5 Key Lessons for Better Site Selection Decisions
Authored By: Jacob DiMattia Practical Lessons for Smoother Site Selection Projects The path to a successful site selection project is rarely linear. After supporting more than 1,000 projects across industries
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Rollover Equity in M&A: Considerations Leading up to a Transaction
Authored By: Steve Prichett Rollover equity can play a key role in middle-market M&A. If carefully structured, it offers an opportunity for owners to unlock additional value. Understanding how rollover equity
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Evergreen Advisors Capital Serves as Financial Advisor to Jovian Concepts
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Jovian Concepts, a leading provider of tailored technical services to the U.S. Defense and Intelligence Community, on its
