Diamond Consultants

DECEMBER 5, 2023

And large teams with many advisors are often continuously fulfilling a sunset buyout for a retiring team member—creating a continuous cycle that can be difficult to break. Plus, don’t forget the happiness quotient, a non-economic source of value that we shouldn’t ignore.

Enterprise Values 52

Enterprise Values Buyout Prospects Taxes 52

Diamond Consultants

AUGUST 9, 2022

If an advisor is highly growth-oriented and the goal is to build a substantial enterprise that will sell for top dollar when the advisor retires, then choosing a path that maximizes inorganic growth potential and enterprise value is vital. Yet optionality can make the decision-making journey more complex.

Enterprise Values 59

Enterprise Values Buyout Finance Financing 59

The Private Equiteer

FEBRUARY 5, 2025

Theres no universally agreed-upon definition of the middle market, but typically it includes companies with annual revenues in the low hundreds of millions and enterprise values that dont quite reach the stratosphere. Content Sharing: Publish insightful commentary on platforms like LinkedIn or your own blog.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52