Evergreen Insights
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What an Investment Bank Does as a Sell-Side Advisor to Increase Deal Value Before Going to Market
Selling a business is one of the most important financial decisions an owner will make. A sell-side advisory firm helps business owners prepare for a sale, identify qualified buyers, negotiate favorable terms, and navigate the complexities of the M&A transaction process. Unlike a firm that simply connects sellers with buyers, a sell-side advisor works throughout…
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How to Negotiate Economic Incentives for a Facility Investment
Authored By: Jacob Di Mattia Any capital expenditure within your current facility network, expansion of new facilities, or network realignment, can bring significant economic value to a community, but companies should not assume the incentives offered by a state or local government are the best available. Economic incentives can have a meaningful impact on the overall…
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Decoding Valuation Fees: How Are They Determined?
Authored By: Patrick Guthrie, CFA One of the first questions clients often have when considering a business valuation is simple: What will it cost? The answer depends on the engagement. Valuation fees are influenced by several factors, including the purpose of the valuation, the complexity of the business, and the level of analysis and documentation…
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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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Your Business Has an Accounting Team. Do You Still Need a Fractional CFO?
Many growing businesses have a capable accounting team in place but still lack the financial insight needed to make confident strategic decisions. The books are accurate, financial statements are prepared, and day-to-day accounting is covered—but leadership may still lack visibility into cash flow, forecasting, profitability, and what the numbers mean for the future. That’s where…
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Business Valuation Services Explained: Which Method Fits Your Company and Why
Authored By: Patrick Guthrie There is no one-size-fits-all approach to business valuation. The appropriate methodology depends on the purpose of the valuation, the characteristics of the business, and the financial and market data available. Business owners seek valuations for many reasons, including mergers and acquisitions, tax planning, financial reporting, litigation, succession planning, and strategic planning. Because…
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4 Key Drivers That Increase Business Value
Valuing a business requires synthesizing a wide range of information, including financial statement trends, operating performance, management strength, public company comparisons, and private market transactions. These factors are evaluated in the context of the risk and potential returns investors can achieve through alternative investments in the market. During a business valuation, owners often ask what…
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When Not to Implement an ESOP: Considerations for Businesses
Employee Stock Ownership Plans (ESOPs) can be a powerful tool for engaging employees and fostering a sense of alignment within a company, but much like any business strategy; they are not a one-size-fits-all solution. Business owners should carefully consider the risks and rewards prior to implementing an ESOP, as the various financial needs and growth…
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Evergreen Advisors Capital Serves as Financial Advisor to Continental Contractors
Evergreen Advisors Capital, a middle-market investment bank, is proud to announce that it advised Continental Contractors (“Continental”), a leading provider of luxury hospitality renovation services to premier hotel owner groups and project management firms nationwide, on its sale to Progress Equity Partners (“Progress Equity”), a private investment firm. Founded in 2003, Continental is the largest,…
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Evergreen Advisors Welcomes Kurt Fiore to CFO Advisory Practice
Evergreen Advisors, a middle-market investment banking and corporate advisory firm, is pleased to announce the addition of Kurt Fiore as Vice President in the firm’s Outsourced CFO Advisory practice. Fiore joins Evergreen with more than 20 years of experience advising and leading organizations across a broad range of industries and business stages, from startup ventures and Fortune 500 corporate finance environments…