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Corporate Finance Resources

Investment Banking, Transaction Advisory &
Business Valuation Resource Articles

For over 25 years, we have been the go-to advisors for countless businesses seeking reliable and trustworthy guidance. Our extensive collection of resources and articles on Investment Banking, Mergers and Acquisitions (M&A), due diligence, Quality of Earnings (QofE), and Business Valuation is a testament to our expertise in Corporate Finance.

Article
January 9, 2023

Federal Estate Tax Limits Set to Sunset December 31, 2025

Tony Duffy Feb 20 Uploaded
Anthony Duffy
Senior Counsel
Article
January 5, 2023

President Biden Signs “Small Business Mergers, Acquisitions, Sales and Brokerage Simplification” into Law

Jeffrey Lewis June 21
Jeffrey Lewis
Partner
Middle Market Resources
October 31, 2022

What’s the Difference Between a Business Valuation and an M&A Assessment?

Jeffrey Lewis June 21
Jeffrey Lewis
Partner
Article
October 24, 2022

Don’t Eat the Bear in One Bite – Planning Your Future in Steps

Tony Duffy Feb 20 Uploaded
Anthony Duffy
Senior Counsel
Article
October 10, 2022

Becoming More Recession Resistant Through Planning

Tony Duffy Feb 20 Uploaded
Anthony Duffy
Senior Counsel
Middle Market Resources
July 27, 2022

The Benefits of Hiring an Investment Banker to Sell Your Middle-Market Business

Article
July 12, 2022

Building an Advisor Team That Works for You (Not Against Each Other)

Tony Duffy Feb 20 Uploaded
Anthony Duffy
Senior Counsel
Article
June 29, 2022

Getting Personal in Business/Succession Planning

Tony Duffy Feb 20 Uploaded
Anthony Duffy
Senior Counsel
Article
June 6, 2022

You Can Run, But You Can’t Hide

Tony Duffy Feb 20 Uploaded
Anthony Duffy
Senior Counsel
Article
April 27, 2022

Managing Important Employees Who Aren’t Key Employees

Tony Duffy Feb 20 Uploaded
Anthony Duffy
Senior Counsel