Category: Blog Posts
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Using Comparable Company Transactions for Business Valuation and Sale Planning
Authored By: Will O’Donnell A sound business valuation provides the foundation for strategic initiatives such as planning a sale, evaluating investments, meeting tax requirements, and ensuring transparent financial reporting. In valuation, there are a variety of approaches commonly used. One of the most widely used market-based approaches is the Guideline Transaction Method (GTM). This method…
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Your Site Selection Is Set—Now It’s Time to Maximize Its Value
Authored By: Morgan Trask Once a site is secured and the project is announced, most companies turn their attention to execution—hiring, construction, and launching operations. But this post-announcement phase is just as important as the site selection itself. It’s where implementation, compliance, and ongoing incentive management determine how much of a project’s full value is…
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How Innovation Shapes Finance: Evergreen CFOs Reflect on the 2025 DataTribe Innovation Day
At this year’s DataTribe’s 2025 Cyber Innovation Day, innovation certainly took center stage — from breakthroughs in artificial intelligence and cybersecurity to the future of emerging technologies shaping business growth. The event brought together entrepreneurs, investors, and thought leaders to explore how small and early-stage companies can excel in an environment where technology evolves faster…
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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 right time to bring on a Chief Financial Officer (CFO)? For many businesses, the decision comes down to whether to outsource CFO services (sometimes called…
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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, they offer unique tax advantages and long-term benefits for both business owners and employees. Here’s what to know when evaluating whether your company is a…
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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 management and dilution planning come in. A well-structured cap table (capitalization table) doesn’t just show who owns what today—it models what ownership could look like…
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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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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 conclusions. Whether the purpose is estate planning, shareholder litigation, ESOP compliance, or preparing for a sale, the valuation framework needs to align with the intent.…
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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 of several options. Assessing whether an ESOP is the right financial and strategic fit for both the company and its owner requires a thorough, data-driven…
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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 access and policy uncertainty to livability and supply chain resilience, corporate leaders are asking tough questions when deciding where to grow. Members of the Evergreen…
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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, legal, marketing, or engineering, your firm’s ability to grow sustainably depends on tracking the right key performance indicators (KPIs). An outsourced CFO offers strategic financial…
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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, and regulators to discuss the latest developments and challenges in fair value reporting. For Evergreen’s Business Valuation team, this annual conference offers an opportunity to…
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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 where an outsourced CFO comes in—providing the strategic oversight and financial acumen needed to balance growth with profitability. Here’s how an outsourced CFO specializing in…
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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 bank Evergreen Advisors Capital—a milestone that reflects the firm’s continued momentum, deepening industry presence, and commitment to delivering high-impact outcomes. Among the promotions, Steve Prichett…
