Resources

The view from inside a thousand
finance engagements.

Perspectives on exits, capital strategy, and the financial metrics that move companies forward — from the team that's been in every room.

Capital

Where leverage destroys deals before they close.

Two decades of advising on commercial real estate and capital raises has taught us where leverage works, and where it quietly kills value.

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Exits

The market is shifting. Are you ready to sell?

The last few years have been remarkable for owners selling privately held companies, but the playbook is changing. Here's what we're seeing on the ground right now.

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Metrics

KPIs are not what you think they are.

Most call them KPIs. We call them Critical Performance Factors, and the distinction is the difference between a dashboard you watch and a dashboard you act on.

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