Business owners and executives may need some extra tax-planning time to prepare for changes that the tax-reform bill will bring.…
Corporate spending on M&A and capital expenditures (CapEx) is driving U.S. and Global economic growth. The chart is comparing amounts…
Vincent Catalano, CFA, Global Investment Strategist of Defoe Redmount discussing why reliance upon experts is a dangerous investment game, a…
An employee stock ownership plan (ESOP) can be a great ownership-transition strategy, but there are a lot of factors to…
You’ve probably heard a lot about initial public offerings (IPOs)—but how much do you really know about the costs and…
From global growth to changes in the labor market, these are the economic takeaways to know about the third quarter.…
There are pros and cons to any ownership-transition strategy, but for sellers looking to maximize proceeds on the sale of…
Planning for the future of your business? Consider what you most want to gain from the transaction—depending on the needs…
For business owners looking to unlock potential illiquid value in their business, but also want to retain ownership, a leveraged…
There are a multitude of factors to consider when creating your ownership-transition strategy. Do you still want to be involved…