Insights

Why is an understanding of working capital essential to running a business? Use this working capital Excel template (download available) to better understand the impact working capital has on profitability and liquidity.

For those who want to buy a business, working with brokers is basically a given in today’s deal sourcing environment. Learn some best practices with this post.

What is the best way to source a company to buy? Explore the pros and cons of brokered vs. proprietary acquisitions in private equity.

As investors flock to volatile markets like meme stocks and cryptocurrencies, long-standing regulations prevent many from accessing private investment opportunities. This article explores the evolving debate over the “accredited investor” definition, the proposal to open private markets to more individuals, and the importance of financial education in making smarter investment decisions.

What good is a plan developed by the wrong team, or without the right team to execute on it? Follow the logic of those two questions and one thing becomes clear: before you do anything else, make sure you put the best talent in the best places. In other words, get the WHO right, and the WHAT will follow.