Having ESOPs as an alternative platform for a potential exit strategy has gained a lot of momentum for a variety of reasons. This podcast explores three areas of interest for considering the ESOP option: 1. Professional Services 2. M&A Growth Strategy and 3. Government support.

Our current economic and market conditions have shifted a great deal in the first quarter of 2025. This shift has brought on both uncertainty and the unknown for any opportunities for M&A for middle market businesses. This month, we will tackle three things to keep an eye on as we go through this next wave.

As the threat of tariffs hangs over businesses here in the United States, business values will continue to suffer. It can come from increased costs to reduced consumer spending to ongoing uncertainty around how the future will unfold, leaving business owners, or Board of Directors with the need to be prepared for potentially two things: lower transaction valuations and lower valuation multiples potentially moving forward.

The financial sector, once known for its inefficiencies and complexities, has undergone a revolutionary transformation with the rise of fintech startups. But valuing a FinTech startup company is not done with a traditional business valuation. This sector is a mixture of innovative technology and financial services, and most importantly, involved in a rapidly changing market. This all means that you cannot just rely on traditional methods to gain a clear picture of the company’s worth.

To kick off 2025, we are going to discuss Preparing your Business for an Exit, with a special guest, Sankeetha Selvarajah. Sankeetha is the chair of Mergers & Acquisitions Corporate at Romano Law, a corporate law firm in lower Manhattan New York.

The valuation of crypto assets (Bitcoin) has emerged as a critical topic owing to the growth in popularity and adoption of crypto assets. While many recognize crypto assets as a legitimate asset class, many remain skeptical of their value proposition, leading to varied opinions and debates in the industry.

One of the most exciting things about receiving the final valuation report is to turn to page 3 – the value of the company. The truth is the real value of the report follows in the next 70 to 100 pages. And if done correctly, The Day After, you should be able to implement a strategy from the output of your valuation report to take your business to the next level.

There are certain things in the world of valuations, no two businesses are the same and neither are two valuations. If you are in the market to acquire or preparing to sell your company, there are things you need to know and not fall for a poor valuation which could cost one side of the transactions millions and in some cases substantial legal issues.