Goldman Sachs is forecasting a major increase in M&A activity for 2026, driven by trillions in available capital and AI-driven demand. Here’s what it means for business owners considering selling, acquiring, or staying independent.
Why the World’s Central Banks Are Stuck in Neutral
Central banks aren’t cutting rates because inflation isn’t demand-driven. It’s being fueled by global supply shocks, and that changes how business owners need to plan.
The Treasury ETF Tax Trap Most Investors Are Walking Right Into
Treasury ETFs may seem safe, but their tax treatment can reduce returns. Learn how hidden tax inefficiencies impact your portfolio.
Why Your Add-Backs Won’t Hold Up in Due Diligence
Many business owners assume add-backs will strengthen EBITDA and increase valuation. In reality, buyers scrutinize these adjustments during Quality of Earnings reviews. This article explains which add-backs hold up in diligence and how to prepare your financials before going to market.
EBITDA, Multiples, and What Your Business Is Actually Worth to a Buyer
Buyers do not value your business based on revenue alone. They value reliable cash flow and risk. Understanding how EBITDA, multiples, and financial preparation impact valuation can significantly influence what your business is ultimately worth.
BlackRock’s $12 Billion Bet on Retail Private Credit Is Hitting a Wall
Private credit has delivered strong returns for institutional investors, but bringing these illiquid investments to retail markets is proving far more complicated. This article examines why Wall Street’s push to democratize private credit is facing skepticism and what it could mean for business owners and lenders.
The Hidden Financial Work That Happens Before You Ever Talk to a Buyer
Buyers evaluate your last three years, not just your growth story. Discover the structured financial preparation that builds credibility, increases multiples, and reduces friction during due diligence.
Why Buyers Don’t Care How Hard You Worked
Buyers don’t pay for effort. They pay for predictable cash flow and reduced risk. Learn what really drives enterprise value.
How a Weaker US Dollar Affects Small Businesses and What You Can Do About It
The dollar is weakening here’s what that means for your pricing, imports, cash flow, and how to protect your margins moving forward.
Gold and Silver Prices Are Rising: What Investors Should Know About Taxes, Fees, and How You Hold These Assets
With gold and silver prices reaching new highs, many investors are revisiting positions they may have held for years. Others are considering precious metals for the first time as a hedge against inflation, geopolitical risk, and market volatility. While gold and silver can play a role in a diversified portfolio, the tax treatment and cost structure of these assets are often misunderstood.
Bill Clement
Bill is a Managing Partner of the firm and began his career in public accounting providing audit, tax, consulting, and other key services to privately-held manufacturing, construction, technology, and industrial companies.