Evergreen Insights
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Shelley Lombardo Honored by 1-95 Magazine
We are proud to announce that Shelley Lombardo, President of Evergreen Advisors, has been recognized as a 2024 Women of Influence by I-95 Business. Making a difference is what drives […]
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Evergreen’s George Davis at 2024 Maryland MedTech Summit
Evergreen’s George Davis, Executive Vice President of Strategic Advisory, is honored to be participating on the opening panel at the 2024 Maryland MedTech Summit on Thursday, April 11th. Medical device […]
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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 […]
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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 […]
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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 […]
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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 […]
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Evergreen Advisors Capital Advises Ultimate CNG on Its Sale to Critical Infrastructure Holdings
Evergreen Advisors Capital, a middle-market investment bank, announced that it advised Ultimate CNG, LLC (“UCNG”) on its sale to Critical Infrastructure Holdings, LLC (“CIH”). Headquartered in Chantilly, Virginia, UCNG is […]
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When Not to Implement an ESOP: Considerations for Businesses
Employee Stock Ownership Plans (ESOPs) have gained popularity as a way for companies to engage and incentivize their employees while providing a path to ownership. ESOPs can be a powerful […]
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Evergreen Location Strategies attends SFA Winter Fancy Food Show
Morgan Trask of Evergreen Location Strategies will attend The Specialty Food Association’s 48th Annual Winter Fancy Food Show in Las Vegas this week, which brings together more than 1,200 domestic […]
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Evergreen Advisors Promotes Shelley Lombardo to President
Evergreen Advisors, LLC is pleased to announce the promotion of Shelley Lombardo to the position of President. This appointment reflects her outstanding contributions to the company and her proven leadership […]
