Category: Blog Posts
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When to Outsource CFO vs Hire In-House
Authored By: Eric Clarke Growing companies eventually reach a stage where basic bookkeeping and accounting support aren’t enough. At this point, leadership teams start asking a critical question: When is the […]
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Should My Company Consider an ESOP?
Authored By: Patrick Lowry If you’re exploring succession planning or liquidity strategies, an Employee Stock Ownership Plan (ESOP) may be worth considering. While ESOPs can be complex and highly regulated, […]
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Cap Table Strategy in 2026: Protecting Ownership and Control
Authored By: Eric Clarke When raising capital, most founders focus on valuation and dollars raised. What often gets overlooked is the long-term impact on ownership and control. That’s where cap table […]
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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. […]
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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 […]
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Fair Market Value Versus Strategic Value
Authored By: Patrick Lowry When valuing a business—or even just a minority stake in one—understanding the standard of value being applied is essential. Different standards can lead to very different […]
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An ESOP Feasibility Study—How It Guides the ESOP Decision
Authored By: Patrick Guthrie, CFA When business owners begin exploring exit strategies or liquidity events, the idea of selling to an Employee Stock Ownership Plan (ESOP) often surfaces as one […]
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What’s Driving Site Selection Strategy in 2025?
Authored By: Jacob Di Mattia, Vice President, Evergreen Location Strategies As companies navigate an increasingly complex global landscape, site selection strategy has become more critical—and more nuanced—than ever. From utility […]
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Outsourced CFO Insights: KPIs for Professional Services
For professional services firms, success isn’t just about delivering expertise, it’s about running a business that scales efficiently, manages people effectively, and turns time into profit. Whether you’re in consulting, […]
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2025 ASA Fair Value Conference Highlights: CSRP, AI, and Valuation Trends
Authored By: Will O’Donnell In early May, Evergreen Advisors attended the American Society of Appraisers’ (ASA) 2025 Spring Fair Value Conference—an event that brings together top valuation professionals, thought leaders, […]
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Outsourced CFOs: A Game-Changer for Professional Services
Professional services firms often face the challenge of scaling operations while maintaining exceptional client relationships and operational efficiency. The key to sustainable growth is a solid financial foundation. This is […]
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Steve Prichett on Leading Evergreen Advisors Capital and Driving Investment Banking Growth
Following His Recent Promotion, Steve Reflects on the Team’s Growth, Strategy, and What’s Ahead for Evergreen Advisors Capital Evergreen Advisors recently announced a series of strategic promotions within its investment […]
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Smart Expansion in the Energy Sector
As the energy sector shifts toward sustainability, companies developing technologies like sustainable aviation fuel (SAF), carbon capture and storage (CCS), and renewable plastics face significant challenges in scaling operations effectively. […]
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Insights from Maryland MedTech Week 2025
Authored By: George Davis April 2025 marked a pivotal moment for the medical technology sector as innovators, investors, researchers, and policymakers gathered across the state for Maryland MedTech Week, held […]
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Pre-Sale Planning: Valuation, Marketability & Key Milestones
Authored By: Patrick Guthrie, CFA Pre-sale planning is essential for private business owners who want to maximize valuation, enhance marketability, and reduce tax liabilities before selling their business. A well-timed […]
