Category: Blog Posts
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5 Key Strategies to Navigate the Challenges of Site Selection
Authored By: Morgan Trask Site selection is a crucial decision that can significantly impact a company’s future. With the right strategies in place, businesses can avoid costly mistakes and position […]
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Avoiding Pitfalls: Overcoming Top Mistakes Companies Make in Site Selection
Authored By: Morgan Trask Selecting the right location is a pivotal decision for any company, influencing not only daily operations but also the long-term trajectory of the business. This choice […]
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7 Key Questions to Guide Your Carried Interest Valuation
Authored By: Patrick Guthrie Valuing carried interest is a nuanced and essential process for fund managers, investors, and those seeking effective estate planning strategies. Carried interest, while often misunderstood, represents […]
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Q3 2024 Market Update: How a Resilient M&A Market is Powering Middle-Market Growth
Explore key insights from Evergreen Advisors Capital’s Q3 2024 Industry Market Report, highlighting trends and opportunities in the Aerospace, Defense, and Government Services (ADG) sector. Key Findings:
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Current Trends in Early-Stage Valuations
Authored By: Will O’Donnell Valuing early-stage companies involves not only understanding their growth trajectory but also examining the broader forces shaping their markets. While traditional company stages and valuation methods […]
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Unlocking Growth Potential: Key Valuation Stages and Methods for Startups
Authored By: Will O’Donnell Valuing early-stage companies presents unique challenges compared to established businesses. The complexity arises from multiple factors, including the company’s stage of development, the appropriate valuation methods […]
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The Importance of Accurate Portfolio Valuations for Investor Confidence
Authored By: Patrick Guthrie In the world of investing, trust is paramount. Investors want to feel confident that their assets are valued accurately and fairly. After all, the value of […]
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Evergreen Advisors Capital Advises Secure-EE on Its Sale to SIXGEN, a Washington Harbour Partners Portfolio Company
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to share that our client, Secure Enterprise Engineering, Inc. (Secure-EE), a leading provider of bespoke cybersecurity products and services across various […]
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Evergreen Advisors Capital Advises SPYROS on Its Sale to Synergy ECP, a Falfurrias Capital Partners Portfolio Company
Evergreen Advisors Capital, a leading middle-market investment bank, is pleased to announce that Synergy ECP, a provider of software engineering, cybersecurity and systems engineering services for the U.S. Intelligence Community and […]
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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 […]
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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 […]
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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 […]
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Evergreen’s Shelly Carmichael to Attend Business Facilities LiveXchange
Shelly Carmichael, Vice President of Evergreen Location Strategies, will attend the 20th annual Business Facilities LiveXchange event in Richmond, Virginia, March 17-19th, where she will join economic development and site […]
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Evergreen CFO Spotlight: John Goode
For this feature, we interviewed John Goode in Evergreen Advisors’ CFO Advisory Practice. John has over 25 years of executive financial management experience in private and public accounting, where he […]
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New Proposed Tax Bill Includes Changes That Impact Valuations
In providing valuations for clients for a variety purposes, including financial reporting or estate and gift tax planning engagements, preparers should consider the impact on value of both State and […]
