What is a Purchase Price Allocation? This type of valuation is used for financial reporting purposes and typically allocates the purchase price from a transaction across three main asset categories: net working capital, tangible assets, and intangible assets.
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White paper

Is an ESOP Right for My Business?

As the most common structure for broad-based employee ownership, ESOPs are found in publicly-traded and closely-held companies of every size and across every industry. It is no surprise why this retirement plan has gained popularity among business owners, management, and employees. For shareholders, ESOPs are a valuable liquidity mechanism that...

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Article

Trademark Valuation Considerations

A trademark is a powerful marketing tool that helps companies create awareness of their product or service offerings with customers...

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Newsletter

Architecture & Engineering Industry Trends: Q2 2023

While U.S. M&A deal volume declined during the first half of 2023 with aggregate deal value decreasing drastically, those covering...

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Article

Artificial Intelligence: Value Accretion or Wishful Thinking?

November 2022 marked the beginning of widespread public use of artificial intelligence (AI) platforms with the release of ChatGPT, a...

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White paper

ESOP Diversification Trends

In recent years, there has been an increasing desire by ESOP companies to allow participants additional opportunities to diversify –...

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Newsletter

Private Placement Market Update: Q2 2023

Market participants continue to transact while capital providers assess the environment. Lenders continue to assess economic indicators and issuers’ financial...

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Article

Accounting Alternative for Amortizing Goodwill

In order to understand the accounting alternative for amortizing goodwill, it first makes sense to define goodwill and explain how...

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Newsletter

The Blueprint: Q1 2023

Three years removed from the pandemic and challenges continue in the construction industry, intensified by rising interest rates and tightening...

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Podcast

Executive Incentive Plan Basics for ESOPs

This 8-minute Ohio Employee Ownership Center Short Take video provides an overview of executive incentive plans for ESOP companies, including the basics...

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Newsletter

Private Placement Market Update: Q1 2023

Volatility spreads through the credit and capital markets to start 2023. The first quarter of 2023 saw a 30% quarter-over-quarter...

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Webinar

Executive Incentives at Construction Companies

Learn about elements of executive compensation with a focus on short and long-term incentives for construction companies. Industry-specific compensation trends...

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Newsletter

Architecture & Engineering Industry Trends: Q4 2022

While poor stock market performance was primarily isolated to the first half of 2022, certain market conditions lingered (rising interest...

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Newsletter

Private Placement Market Update: Q4 2022

Though volume declined in 2022, fixed paper is still attractive for stable issuers. Inflationary pressures and economic uncertainty created softening in...

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