Evergreen Insights
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How Innovation Shapes Finance: Evergreen CFOs Reflect on the 2025 DataTribe Innovation Day
At this year’s DataTribe’s 2025 Cyber Innovation Day, innovation certainly took center stage — from breakthroughs in artificial intelligence and cybersecurity to the future of emerging technologies shaping business growth.
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Evergreen Advisors Capital Serves as Financial Advisor to Integrated Waste Analysts
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Integrated Waste Analysts, a leading waste management and recycling solutions provider for industrial waste, equipment rental, and commodity
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When to Outsource CFO vs Hire In-House
Authored By: Eric Clarke Growing companies eventually reach a stage where basic bookkeeping and accounting support aren’t enough. At this point, leadership teams start asking a critical question: When is the
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Should My Company Consider an ESOP?
Authored By: Patrick Lowry If you’re exploring succession planning or liquidity strategies, an Employee Stock Ownership Plan (ESOP) may be worth considering. While ESOPs can be complex and highly regulated,
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Cap Table Strategy in 2026: Protecting Ownership and Control
Authored By: Eric Clarke When raising capital, most founders focus on valuation and dollars raised. What often gets overlooked is the long-term impact on ownership and control. That’s where cap table
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Qualified Small Business Exclusion Just Got Bigger
Authored By: Patrick Lowry Business owners and investors looking to maximize the capital gains tax benefits available under Section 1202 of the Internal Revenue Code (IRC) just received meaningful improvements.
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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
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Evergreen Advisors Capital Serves as Financial Advisor to Vigil Contracting, Inc.
Evergreen Advisors Capital, a middle-market investment bank, announced today that it advised Vigil Contracting, Inc., specializing in general contracting and construction, on its sale to The Byng Group, Ontario, Canada’s leading provider
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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
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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
