Insights

  • How One Idea Will Add Millions to your next deal
    POSTED 6.30.17 M&A

    Imagine the subtle grin on your client’s face as you tell them how you’ve managed to improve the terms of their deal by a few million dollars…

    You’d have a happy client wouldn’t you?

    And, if you could do that for all of your clients, I’d bet that word will get around.

    If you could do that, without adding any cost or complication to your world, you’d do it on every deal, wouldn’t you…?
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  • Excessive Management Fees: What Every Employer Needs to Know About the Hidden Danger Within Their Employee Benefit Plans
    POSTED 6.16.17 Fiduciary

    Many employers provide 401(k) plans and other retirement benefits to their employees for a variety of reasons from altruistic, to pure competitive necessity. What these

    employers don’t realize is that the moment they set up a Plan, they’re no longer just an employer. They are a Plan Sponsor, and in the eyes of the Federal Government – a “fiduciary”.
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  • Rep & Warranty — Who Pays for it?
    POSTED 6.5.17 M&A

    Over the last 3 years, Representation & Warranty Insurance (R&W) has been gaining interest throughout the M&A Sector. R&W is an insurance contract designed to protect buyers and sellers from financial loss that result from a breach of the seller’s representations.
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