Loyola University Maryland’s Simon Center for Innovation & Entrepreneurship proudly announces the formation of its inaugural advisory board, featuring prominent business leader and entrepreneur, Mike Gill, Chairman of Evergreen Advisors. This new advisory board is poised to play a pivotal role in advancing the mission of the Simon Center by offering expert guidance and leveraging their extensive networks to bolster educational programs for students and entrepreneurs in Baltimore.
[Read more…]Outsourcing CFO Services: Unlocking Growth Potential for Your Company
In today’s dynamic business landscape, companies are constantly seeking innovative ways to streamline operations, optimize resources, and drive growth. One area that plays a pivotal role in achieving these objectives is financial management. As businesses strive to reach the next level, the question arises: Should you hire an outsourced CFO? In this blog post, we will explore the key considerations and advantages of engaging the services of Evergreen Advisors’ Outsourced CFO advisory group to help propel your company toward success.
Defining Your CFO Needs:
Before deciding to outsource the CFO role, it is crucial to assess your organization’s requirements. What aspects of financial management could be improved or could benefit from expert guidance? Outline your wish list for taking your company to the next level. A CFO brings financial expertise, strategic insights, and valuable advice to the table, assisting the CEO and senior executives in making informed decisions.
[Read more…]Aerospace, Defense, & Government Services Market Update
Evergreen Advisors Capital is excited to announce the release of our Q2 2023 Aerospace, Defense, & Government Services Market Update. This comprehensive report offers industry insights, highlighting noteworthy transactions, an analysis of M&A and private placement activity, and essential data on valuation metrics and stock price performance.
Read more or Download Here:
[Read more…]Entrepreneur Spotlight: Simple Cell
In this edition of our Entrepreneur Spotlight, we’re thrilled to showcase one of our remarkable Outsourced CFO clients, Simple Cell, and highlight its co-founder, Nick Skelly. As a pioneering re-commerce company, Simple Cell has forged strong partnerships with manufacturers, national distributors, and big-box retailers. Their mission is to maximize the value and extend the life cycle of customer returns, overstock items, and end-of-life products. With its cutting-edge e-commerce and logistics platforms, Simple Cell is revolutionizing how products find their way into the hands of those who genuinely need them.
[Read more…]Southern Garrett High, GRIT, Actions Not Words, Steel Curtain, We Are Family, “Just Swing the Bat”
An Interview with Rob Sharps, Chief Executive Officer and President, T. Rowe Price
In January 2022, Rob Sharps officially became CEO of T. Rowe Price Group. Growing up in Garrett County and attending Southern Garrett High, Rob’s career has been special and accelerated quickly.
He went to Towson University, majored in accounting, and got his CPA soon after graduating. By Rob’s own admission, he wasn’t “Ivy League material” coming out of high school. Cars, girls, and sports had a higher priority for teenage Rob. It was at Towson, where the lightbulb went off, and Rob graduated at the top of his class.
He has an MBA from Wharton and worked at KPMG and Wellington before joining T. Rowe Price in 1997.
Rob and I sat down recently and covered a wide range of topics. During our interview, Rob’s passion for “everything” came through consistently, starting with his two families, the Sharps and T. Rowe Price.
His authenticity, openness, and candor are three of his greatest leadership qualities that stood out during our hour together. Baltimore is fortunate to have Rob Sharps and T. Rowe Price.
Enjoy the interview and thank you, Rob, for spending quality time with me.
![](https://evergreenadvisorsllc.com/wp-content/uploads/2023/07/Mike-Gill-1.png)
Mike Gill
Chairman
Evergreen Advisors
Tax Benefits Await Investors in Small Business Stock
For many years, investors in qualified small business stock (QSBS) have sought to take advantage of a little-known tax election under Section 1202 of the Internal Revenue Code (IRC). Subject to certain eligibility requirements (outlined below), Section 1202 allows stockholders to claim an exclusion from the gain on the sale of QSBS for federal income tax purposes. The gain exclusion could be very significant depending on facts and circumstances. The realization of this benefit has become more likely with the passage of the Inflation Reduction Act because none of the proposed amendments, which were meant to curb Section 1202 benefits, were adopted.
The following are some of the essential eligibility requirements to qualify for Section 1202 gain exclusion:
[Read more…]Incentives Unleashed: Maximize ROI on Business Expansions
Billions of dollars are invested into U.S. businesses every year by economic development agencies across the country. These investments come in the form of tax credits and incentives aimed at attracting, recruiting, and supporting targeted industries. However, many companies are unaware of these incentives or mistakenly believe they don’t qualify. Even those who receive incentives often fail to maximize their benefits due to various reasons. In this blog, we will explore the importance of incentives, qualifying criteria, the best time to seek incentives, and the significance of performance metrics and proof of performance reporting.
[Read more…]Evergreen advises JRAD on its sale to Sayres Defense, a portfolio company of Broadtree Partners
Evergreen Advisors Capital, a middle-market investment bank, is pleased to announce that Sayres Defense, a Broadtree Partners portfolio company, has acquired Joint Research and Development (JRAD). Broadtree Partners is a middle-market private equity firm with a specific focus on aerospace, defense, intelligence, and federal civilian government services. JRAD is a leading provider of test and evaluation services, total life-cycle acquisition support, medical and public health preparedness, and science and technology research and development to government customers including DOD, DHS, and Federal Civilian Agencies. JRAD has extensive expertise in defense and homeland critical areas including weapons of mass destruction, emerging CBRN threats, modeling and simulation, systems engineering and integration and laboratory and non-laboratory sciences.
[Read more…]Evergreen Advisors Adds New Shareholders
Evergreen Advisors, a middle-market Investment Banking and Corporate Advisory firm with offices in Columbia, MD, and McLean, VA, is pleased to announce the admission of four new partners to the firm. Shelley Lombardo, Steve Prichett, Eric Clarke, and Patrick Lowry have been key members of the firm and have made significant contributions in accelerating the growth and success of our firm.
“This is an exciting time for Evergreen Advisors,” said Rick Kohr, CEO of Evergreen Advisors. “Over the past year, we have celebrated our move into new headquarters in the Merriweather area of Columbia and witnessed substantial growth across all practice areas of the firm. Equally significant, we are thrilled to welcome four highly-valued team members as owners, which is a remarkable achievement that recognizes their excellence in their respective areas of expertise and their unwavering dedication to our clients. We take immense pride in commemorating this exciting milestone with these well-deserved promotions. Evergreen feels fortunate to have such an exceptionally talented group of individuals to assume increased responsibilities as our firm continues to grow. We extend our heartfelt congratulations to them on this significant accomplishment.”
[Read more…]
Behind the Scenes with Fred Shaw: Vice President at Evergreen Advisors and Outsourced CFO at BTS
Fred Shaw is a Vice President in the CFO Advisory Practice of Evergreen Advisors, LLC. With diversified experience in both public and private accounting, Fred has provided financial advisory services to clients in various industries, including Manufacturing, Health Care, Service, and Government Contracting. At Evergreen Advisors, Fred helps businesses achieve their financial goals by providing tailored financial solutions that can help them grow, optimize operations, and improve financial performance. Whether clients need to improve cash flow, raise capital, or navigate complex regulatory requirements, Fred has the knowledge and expertise to guide them through the process.
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