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.
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Case Studies
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News
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Insights
Most Common Problems with Family-Run Midmarket Firms and How to Correct Them
According to Family Enterprise USA, there are 5.5 million family-owned businesses in the U.S. These companies employ 63 percent of the workforce and contribute 57 percent of America’s gross domestic product, making them a crucial piece of our economy. Based on my...
Understanding Your Company’s Worth—A Step-By-Step Guide to Business Valuations
Because business owners are not immortal, every business faces one of two fates at some point: sale or closure. And every business owner—at least, every one I’ve known—prefers the former over the latter. Yet, very few of the 15,000 business owners in Greenville—much...
The 12 Days of Christmas For Your Business-Complete List
With holiday hustle and bustle in high gear, many business owners are winding down—carving out time for the annual office party and preparing for a smooth coast into the new year. Though distractions tend to be abnormally high, the month of December is available time...
Deals
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Features
CFO Dive: Bankers’ Main CFO Gripe: Lack of Transparency
CFOs and their treasurers can get more from their banking relationships if they treat them more as partnerships than customer-seller transactions, banking specialists say. Thanks for the mention, Ted Knutson and CFO Dive! Read the article in PDF.A CFO that was trying...
BOSS: 5 Essential Elements of a Private Equity Investor Pitch
Why should investors believe that you are going to make them money? Here are five elements to include in your investor pitch. Thanks to Boss Magazine for having me! Read the article in PDF.Successfully drawing equity investors to your business requires more than being...
Private Company Director: Why Your Board of Directors Should Consider Selling (or Buying) Distressed Assets
At the board level, members have an important role in helping management identify and make long-term decisions about their company’s distressed assets, as well as how to allocate resources to areas that might thrive with additional investment. Thank you, Private...
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