Category: Blog Posts
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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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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…
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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. Strategic site selection plays a critical role in overcoming these hurdles, enabling businesses to align their growth with infrastructure access, workforce availability, and incentive opportunities.…
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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 from April 7–11. Anchored by the Maryland MedTech Summit at the University of Maryland, College Park, the week showcased the region’s growing influence in life…
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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 transfer of ownership interests—such as gifting shares to a trust—can help minimize taxes while preserving future gains. Understanding key transaction milestones ensures a smoother sale…
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LS GreenLink Acquires 96.6-Acre Site in Chesapeake, Virgina, for a State-of-the-Art Manufacturing Hub
BUSINESS WIRE – LS GreenLink USA, Inc. (“LS GreenLink”), a wholly-owned subsidiary of LS Cable & System Ltd. (“LS C&S”), has finalized the acquisition of a 96.6-acre site in Chesapeake, Virginia. The site went under contract in November 2023, with the acquisition closing on March 25, 2025. The property, purchased from International Bio-Energy Virginia Real…
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2024 Market Report: M&A Resurgence Fuels Growth in Aerospace, Defense, and Government Services
Explore key insights from Evergreen Advisors Capital’s yearly 2024 Industry Market Report, highlighting trends and opportunities in the Aerospace, Defense, and Government Services (ADG) sector. Key Findings:
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5 Signs Your Business Needs an Outsourced CFO to Scale Successfully
As your business grows, so does the complexity of your financial management. While you may have started by handling finances yourself, there comes a point when expert guidance becomes crucial for sustainable growth. An outsourced, or sometimes called fractional, Chief Financial Officer (CFO) can provide the strategic financial leadership your company needs without the cost…
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Proactive Estate Planning in Maryland: Preparing for Potential Tax Changes
Authored By: Patrick Guthrie, CFA Maryland Governor Wes Moore’s proposed 2025 budget includes significant changes to the state’s estate tax laws, making now a critical time for residents to review their estate plans. With a lower estate tax exemption and other tax adjustments on the horizon, careful planning is essential to preserve wealth for future…
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Mapping the Future of Cybersecurity: A Q&A with SixMap CEO Jason Kaplan
Evergreen Advisors’ Entrepreneur Spotlight features Jason Kaplan, CEO of SixMap, a cutting-edge cybersecurity company and valued client of Evergreen’s Outsourced CFO Advisory practice. This Q&A article explores Kaplan’s perspectives on the dynamic cybersecurity landscape, SixMap’s innovative solutions, and how outsourced CFO services play a crucial role in scaling operations. Q: As a successful serial entrepreneur,…