Insights

  1. Founders Advisors Named to 2021 Inc. 5000 List of Fastest Growing Private Companies

    Founders Advisors investment bank announced today that it has been named to this year’s Inc. 5000 list of America’s Fastest-Growing Private Companies. The Inc. 5000, published by Inc. magazine, represents a unique look at the most successful small and mid-sized businesses across the country. “In the past few years, we have intentionally focused on growing…

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  2. Investment Bank Targets Mid-Market, Private Firms As Tax Worries Swirl

    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…

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  3. Biden’s proposed tax hikes may bite family businesses

    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…

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  4. Founders 2021 Family Lake Day

    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…

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  5. Founders July Social

    At Founders, our purpose is to grow leaders and build lasting relationships. We work steadfastly on supporting and developing the team into the leaders we know they can become and creating an environment conducive to relationship development. In addition to the other events Founders hosts throughout the year, in 2021 we have added regular team…

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