By: Michael White Private equity interest in healthcare continues to grow as COVID-related problems continue to be headwinds to other industries. Private equity is viewing the dislocation associated with COVID as a time to be opportunistic and proactively put money to work throughout the healthcare landscape. In fact, according to a new study by the Physicians Advocacy…
Published by Family Wealth Report: With many owners of mid-size and privately held firms wondering about the tax implications of selling their businesses – a topic that we have written about extensively – an investment bank is developing a market value assessment company. Founders Advisors, a US investment bank based in Birmingham, Alabama, has formed…
Article Originally Published on Dallas Business Journal in July 2021. By: Catherine Leffert The private equity merger and acquisition environment in North Texas has seen a flurry of activity so far this year, with high-dollar transactions and fast closings only part of the equation in the hottest deal market in decades. The factors driving these…
A near-doubling of the capital gains rate and the tightening of the step-up in basis loophole would make a sale expensive. Published in Financial Planning magazine in its July 2021 edition. By: Lynnley Browning The Biden administration has promised that family-owned businesses and farms won’t suffer under its proposed tax hikes on the wealthy, the…
Noteable & Quateable: “Something that potential investors must understand: we do not chase revenue as theprimary driver of our business. Shopify has been about empowering merchants since itwas founded, and we have always prioritized long-term value over short-term revenueopportunities. We don’t see this changing.” Shopify Co-Founder, Tobias Lutke “The future of SaaS will be defined…
The Annual Founders Family Lake Day was held last Saturday at the beautiful Lake Martin. The Founders team, along with their families and some friends of the firm, enjoyed a day of fun on the water, food, and fellowship. Though this summer has been a wet one, the rain held out and the weather was…