Why Not Now?

Why Not Now?

Send us Fan Mail Having an accurate valuation for your company, your estate or your exit strategy is critical. If not done correctly it could cost, you or your family in the end, thousands if not millions of dollars. This month, we will discuss the importance of having a valuation for either Gift & Estate planning, exit strategy platform ESOP or for an M&A transaction.

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Episoder(34)

How AI is increasing Middle Market Company Value

How AI is increasing Middle Market Company Value

Send us Fan Mail Whether it is a generative AI, MLA (machine learning applications) or AI enabled productivity, these tools have influenced the financial and strategic drivers of valuations and quiet ...

22 Jun 27min

Middle Market Valuations: Control the controllable and manage the things that you cannot

Middle Market Valuations: Control the controllable and manage the things that you cannot

Send us Fan Mail 2026 has brought the same old story lines which continue to be a factor in the growth of various industries. With new and interesting challenges that seem to pop up every single day. ...

22 Mai 31min

Bankruptcy as an option, can provide you more than you think!

Bankruptcy as an option, can provide you more than you think!

Send us Fan Mail Privately Held middle market companies have seen bankruptcies surged in 2025, reaching the highest levels since the Great Recession, with over 700 U.S. corporate filings driven by hig...

1 Apr 30min

The Ultimate Chess Board of Tariffs

The Ultimate Chess Board of Tariffs

Send us Fan Mail Recent updates to US tariffs on imports from China and our North American trading partners (Mexico and Canada), as well as reciprocal global tariffs on other countries, along with ret...

1 Mar 26min

Is there a need to have business valuation now?

Is there a need to have business valuation now?

Send us Fan Mail We are amid the greatest tailwind since 2019, yet it seems different this time around. The stock market is at an all time high. Interest rates went through three rate cuts leading int...

30 Jan 36min

Valuations – The Gift That Keeps Giving

Valuations – The Gift That Keeps Giving

Send us Fan Mail What a valuation provides is a roadmap for future success, The future of securing funding, the future of having fair partner agreements, and a future for ensuring business longevity b...

30 Des 202524min

Tick Tock Valuations, Something Has to Give!!

Tick Tock Valuations, Something Has to Give!!

Send us Fan Mail The clock is ticking! We are in the final stretch of 2025 and valuations still have the same challenges as it was at the beginning of the year: market volatility – interest rates – in...

23 Sep 202527min

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