:: Helpful Newsletters ::
(".pdf" newsletters - approx. 625K)
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In a move to further its West Coast
presence, Chartwell Capital Solutions
is excited to announce the addition
of Pamela Steverango who will lead
the firm’s new San Francisco office.
Pamela, the former President and owner
of Valuation Analysts, Inc., will expand
Chartwell’s investment banking,
ownership transition consulting and
business valuation services to the west
coast region, effective January 1, 2010.
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In 1999, Norm Wenck, the
founder and CEO of Wenck
Associates, Inc. (“Wenck”, or the “Company”) was faced with the
dual task of planning for his
leadership succession as well
as the ownership transition of
the Company.
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Private Equity firms face difficult decisions when deciding to invest in or acquire a private business. When going to market, firms typically position themselves in the most favorable light, and their owners are understandably optimistic about the future of their business.
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Located in Boise, Idaho, Biomark provides radio frequency identification (“RFID”) or Passive Integrated Transponder (“PIT”) tag products and related services to the fish, wildlife and livestock markets. PIT tags are used in the tagging of fish for identification by biologists and governments mainly in environmental programs and studies.
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According to the U.S. Census Bureau, there are approximately 1.2 million privately owned businesses in America with 10 or more employees. Fueled by the aging of the baby boom generation, it is estimated 40% to 60% of these businesses will change hands over the next decade.
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Valuation Theory. First, a bit of theory. The value of a business is dependent upon internal company factors, as well as external market factors that are beyond the control of an individual business.
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As business owners near the exit point for their investment, they are faced with alternatives which may include the sale of the business to third parties, management or their employees, or they may desire to have family members assume an ownership role in the business.
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Expect the unexpected. A well-planned exit strategy can help owners extract cash from their businesses, addressing a variety of transfer scenarios. These may include voluntary transfers such as retirement, gifts to family members, donations to charities, stock compensation plans for managers, or mergers or acquisitions.
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