Category: Blog Posts
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Evergreen Advisors Celebrates 25 Years
A Conversation with Founder Rick Kohr, President Shelley Lombardo, and President of Investment Banking Steve Prichett Twenty-five years ago, Evergreen Advisors was founded with a simple but powerful belief: great
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What an Outsourced CFO Actually Does in the First 90 Days
As companies grow, things naturally get more complicated. More customers, more employees, more moving pieces, and more decisions that need to be made quickly. At a certain point, many leadership
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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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Vesting and Valuation of Incentive Equity
Authored By: Shawn Moxley and Will O’Donnell Why Vesting Matters Vesting is one of the most critical features of incentive equity because it determines whether and when an award has
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Why Companies Issue Incentive Equity
Authored By: Shawn Moxley and Will O’Donnell What is Incentive Equity? Incentive equity represents equity awards designed to align key employees and management teams with the long-term value creation of
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The Hidden Tax Impact of Parachute Payments in a Business Sale
Authored By: Patrick Guthrie When a business begins exploring a sale, recapitalization, or similar transaction, most conversations focus on valuation, deal structure, and closing terms. What often gets less attention
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The SaaS CFO Advantage: Navigating Growth, Scale, and Profitability
Scaling a Software as a Service (SaaS) company requires more than just financial expertise—it demands a deep understanding of the industry’s unique challenges. From managing cash flow in a subscription-based
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Mentorship, Markets, and Momentum: A Conversation with Justin Horsman, Managing Director
This year, Evergreen Advisors celebrated a series of strategic promotions within its investment banking team, Evergreen Advisors Capital—a reflection of the firm’s ongoing growth, expanding industry presence, and dedication to
