Author: Sarah Austin
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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 not a one-size-fits-all solution. Business owners should carefully consider the risks and rewards prior to implementing an ESOP, as the various financial needs and growth…
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Qualified Small Business Exclusion Just Got Bigger
Authored By: Patrick Lowry Business owners and investors looking to maximize the capital gains tax benefits available under Section 1202 of the Internal Revenue Code (IRC) just received meaningful improvements. In July, the passage of the One Big Beautiful Bill Act (OBBBA) expanded several provisions tied to the Qualified Small Business Stock (QSBS) exclusion, making…
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Aligning Your Growth Plan and Funding Strategy
Authored By: Eric Clarke Growing a company takes more than vision—it takes structure, clarity, and intentional decision-making. One of the biggest mistakes early-stage companies make is separating their development plan from their funding strategy. But in reality, these two pieces need to move in lockstep. Here’s how to bring intention into every part of your…
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George Davis at Builds Bio+ 2024 Philadelphia
Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be speaking at the 2024 Builds Bio+ 2024 Philadelphia Breakfast Forum on May 7, 2024. Like many other markets from coast to coast, Philadelphia is looking to tackle a VC shortage to ensure the health and longevity of its life sciences ecosystem. Not…
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Evergreen Announces Promotions
Evergreen Advisors, a middle-market Investment Bank and Corporate Advisory Firm headquartered in Columbia, MD, announced the promotion of professionals in its Investment Banking, Outsourced CFO Advisory, and Location Strategies practices. Marsha Greenway was promoted to Accounting Manager in Evergreen’s Outsourced CFO practice with over 18+ years of experience in dynamic, fast-paced environments. Marsha is responsible…
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Highlights from the 2024 ASA Spring Fair Value Conference
On 4/25/2024, the American Society of Appraisers (“ASA”) held its 2024 ASA Spring Fair Value Conference. Below are a few key takeaways from the conference: Big 4 Leadership Panel The event kicked off with a panel discussion from several valuation professionals representing each of the Big 4 accounting firms (Deloitte, EY, KPMG, and PwC), where…
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Shelley Lombardo Honored by 1-95 Magazine
We are proud to announce that Shelley Lombardo, President of Evergreen Advisors, has been recognized as a 2024 Women of Influence by I-95 Business. Making a difference is what drives Shelley Lombardo. It’s the mission that motivates Lombardo in her role as president of Evergreen Advisors, LLC, and in her positions on various boards and…
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Evergreen’s George Davis at 2024 Maryland MedTech Summit
Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be participating on the opening panel at the 2024 Maryland MedTech Summit on Thursday, April 11th. Medical device innovators, investors, universities, FDA and the rest of Maryland’s MedTech community are coming together for a full-day explore the impact and future of MedTech in…
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Navigating the Sunset of the Higher Gift and Estate Exemptions
In 2018, as part of the Tax Cuts and Jobs Acts (TCJA), the lifetime exemption limit for estate and gift tax purposes was increased to allow individuals to transfer double the previous amount over their lifetime without incurring taxes. Presently, individuals can transfer up to $13.61 million, while married couples can transfer up to $27.22…
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2023 Annual Market Update: Aerospace, Defense, & Government Services
Discover the latest insights from the 2023 Annual Industry Market Report by Evergreen Advisors Capital for the Aerospace, Defense, and Government Services (ADG) sector: Key Findings: – Middle-market M&A continued to be the catalyst for dealmaking in 2023 due to the relative ease with which smaller deals can be funded at current interest rates. –…