News & Insights
Our thought leadership pieces are curated to offer practical tips and strategies for optimizing business performance, while our deal announcements keep you informed about the latest transactions and industry trends. Contributing to knowledge about how to do transactions well is at the heart of our Why – we strive to be good corporate citizens in our business communities.
With a wealth of knowledge and experience, our team of professionals brings high expertise to every piece of content. We invite you to explore our website and discover how we can help you achieve your business goals.
Case Studies
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News
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Insights
Making High-Impact Decisions In Uncertain Times (Part 2 of 2)
NOTE: This blog was written in April 2020. Many of us are grappling with high-impact decisions that need to be made right now. For the most immediate decisions, a checklist to help organize thinking can be a useful tool. For issues that must be grappled with over...
Making High-Impact Decisions in Uncertain Times (Part 1 of 2)
NOTE: This blog was written in April 2020.From the Coronavirus pandemic to Saudi Arabia’s oil price cut, bond market liquidity issues and the stock market correction, this week’s events have presented scenarios that we probably didn’t plan for.It’s natural to be...
Who We Helped in 2019
During the holiday season, our tradition is to reflect on the year and assess how we fulfilled our purpose as a firm. Maybe you do something similar.[dmpro_image_hotspot _builder_version="4.27.4" _module_preset="default" theme_builder_area="post_content" alt="teaching...
Deals
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Features
BOSS Magazine: How Entrepreneurs Can Create a Seamless Exit for Early Investors
Thanks to BOSS Magazine for having me — I enjoyed sharing my thoughts on how to get your early investors their money back and keep them happy during the process. Read the article in PDF.A successful business might start with a good idea. But turning that idea into...
Why Some Company Owners are Returning to Outside Employment
Some business owners may find themselves wanting to revert. If so, what steps come next in order to sell the company off? Thanks to The American Genius for having me! Read the article in PDF.It’s good to be the boss. Or is it? Despite the freedom that leading a...
Family First: Transferring Your Business to the Next Generation
I enjoyed sharing my thoughts on transferring a business to the next generation with Modern Contractor Solutions Magazine. Read the article in PDF.Anyone who has founded a construction business knows that success is often a slow climb, involving years of...
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