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…
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…