You finally closed your first round, or you’re about to issue equity to an early hire who took a below-market salary to bet on you. Someone asks, “Do we have a 409A?” You nod, then panic-Google it ...

The income approach to valuing closely-held business interests is primarily based on an estimation of future earnings capacity. The first step in the process of calculating future earnings is to ...

Finding small-cap companies that tick the boxes of being both comparatively undervalued to their peers and may unlock current income opportunities is a persistent challenge. SCAP uses an actively ...

This article addresses whether you should invest for growth or income.

Multi-tiered entities (MTEs) offer businesses a sophisticated organizational structure with multiple layers of ownership and control. But the complex ownership structures and intercompany ...

If you are wondering whether Realty Income is priced fairly or offering a margin of safety right now, you are not alone, especially given its reputation as a widely followed income stock. The share ...

Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio ...