Category: Blog Posts
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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,…
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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 themselves for long-term success. To help navigate this complex process, we’ve outlined five key strategies for overcoming common site selection pitfalls and ensuring that your…
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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 goes beyond merely finding a physical space; it involves aligning the site with the company’s mission, strategic goals, operational needs, and growth aspirations. When executed…
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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 a future claim on profits from investment funds, making it an attractive tool for wealth transfer. However, given the complexity of fund structures, understanding how…
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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 provide a foundational framework, evolving market trends are redefining how these methods apply in today’s venture environment. Key trends are emerging that significantly impact early-stage…
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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 for these entities, and the types of equity typically issued. In this article, we’ll break down these topics, including the latest guidance from the American…
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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 a portfolio can significantly influence investment decisions, risk assessments, and overall financial strategies. Accurate portfolio valuations serve as a critical foundation for this trust, enabling…
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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 event kicked off with a panel discussion from several valuation professionals representing each of the Big 4 accounting firms (Deloitte, EY, KPMG, and PwC), where…
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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 the previous amount over their lifetime without incurring taxes. Presently, individuals can transfer up to $13.61 million, while married couples can transfer up to $27.22…
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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 to be the catalyst for dealmaking in 2023 due to the relative ease with which smaller deals can be funded at current interest rates. –…
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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 provided strategic financial advice on process improvement in the construction, technology, and government services sectors. Learn more about John, his career at Evergreen, and whether…
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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 Federal tax-related provisions. Tax provisions are frequently changing, whether it be due to a change in the Presidential administration or due to significant events such…