Evergreen Insights
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Evergreen Advisors Capital Serves as Financial Advisor to Trinity Enterprise Services on Its Acquisition by TENICA Global Solutions
Evergreen Advisors Capital, a middle-market investment bank, is proud to announce that it advised Trinity Enterprise Services, LLC (“Trinity”), a provider of full-lifecycle systems engineering and integration solutions to the U.S. Intelligence Community, in its sale to TENICA Global Solutions (“TENICA”), a leading provider of integrated engineering, mission operations, cybersecurity, and digital modernization solutions supporting critical…
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Construction Company Valuation Multiples: What Is Your Business Worth?
Authored by: Rick Kohr, Founder and CEO What Is Your Construction Company Worth? For construction business owners considering a sale, understanding what their company is worth is an important first step. However, there is no single valuation multiple or formula that applies to every contractor. Two companies with similar earnings can receive very different offers…
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The AICPA Releases AI Implementation Checklist for FVS Practices: Here’s Why It Matters.
Authored by: Will O’Donnell Artificial intelligence is changing how accounting, business valuation, and financial advisory professionals approach their work. From analyzing financial data and reviewing documents to streamlining research and reporting, AI tools such as Microsoft Copilot, ChatGPT, and Claude are creating new opportunities to improve efficiency across valuation and advisory practices. But adopting AI…
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Shelley Lombardo Highlights Howard County Cybersecurity Community Growth
Howard County’s cybersecurity sector is gaining momentum, fueled by federal contract awards, renewed venture capital activity and stronger connections among technology companies across Maryland. In fiscal year 2026, Howard County companies captured nearly 50% of cyber government contracts, while local cybersecurity companies have raised nearly $50 million across four venture capital deals so far this…
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The Timing of Your Gift of Stock Is More Important Than You Think
Authored by: Patrick Lowry, Managing Director of Business Valuation Quick Facts For owners of privately held businesses, gifting company stock can be an effective way to transfer wealth, reduce potential estate tax exposure, and take advantage of available tax exemptions. But beyond how much you give, when you make the gift can significantly influence its…
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When Does a Company Need an Independent 409A Valuation?
For private companies, equity compensation can be an important tool for attracting and retaining employees, executives, and other key contributors. But when a company grants stock options, it also needs to establish the fair market value of its common stock. That is where a 409A valuation comes in. An independent 409A valuation helps a private…
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How a Fractional CFO Can Support Startup Fundraising
For a startup preparing to raise capital, the financial side of the business needs to be just as strong as the pitch. Investors want to understand the opportunity, but they also want to see the numbers behind it: how the business makes money, how quickly it is growing, how much cash it needs, what that…
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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…