It’s common knowledge that every investment firm today should have a website (yes, that includes “under-the-radar” family offices). But of course a website alone isn’t enough. Your firm needs a good website: sophisticated, detailed, informative, easy to navigate, mobile responsive, etc. In addition to ...

For many business owners, exiting their business can be one of the hardest decisions they ever have to make. The decisions that go into the process seem endless. What type of sale should they be pursuing? Do they want to remain at the company in some capacity? How can they protect their employees? What price can ...

While financial due diligence shines a light on past financial performance, it doesn’t necessarily provide a clear indicator of future balance sheets. Customer due diligence can help fill this gap by not only identifying future revenues, but also uncovering new organic growth opportunities that might not be ...