Based on any number of metrics, we are living in unprecedented times. Within the last year, the US stock markets witnessed new all-time highs, followed by a 35% sell off, followed by the fastest return ever to new all-time highs. Talk about a rollercoaster! In April 2020, we also saw more than 23 million workers […]
Economics
Potential 2021 Middle-Market Impact of Biden-Harris Administration
Now that the 2020 Election is officially over, and even as the Trump administration has not conceded and continues to pursue legal challenges, the Biden/Harris team has officially initiated the transition process as it for the inauguration. That being said, it seems prudent to begin contemplating how a potential Biden administration’s economic policies will impact […]
2020 Middle Market M&A Review & Q4 Preview
As if the uncertainty of the upcoming US Presidential election and President Trump testing positive for the novel Coronavirus wasn’t enough, a new matrix of conditions impacting sell-or-buy business transactions has appeared just in time for Q4 2020. Here’s a look back at a few of the impacts that COVID-19 brought to the middle market […]
Liquidity and Exit Planning | COVID Underscores the Need to Plan Now
SUCCESSION PLANNING for an EXIT EVENT or SALE: It’s Even More Necessary Now As a business owner are you thinking about retiring, or at the very least, seeking liquidity to de risk the concentration of your net worth? Most business owners have a vast majority of their net worth and assets tied to their existing […]
How Has COVID-19 Infected US Middle M&A Markets? What Symptoms Are We Seeing?
How Has COVID-19 Infected US Middle M&A Markets? What Symptoms Are We Seeing? So many things have changed in the months since February; it’s hard to think of what hasn’t been affected by COVID-19 and responses spawned by it. Customer traffic, access to credit, sales, in-person-meetings, travel, valuations, forward guidance . . . all were […]
