In Episode 3, Chris Kramer and Chase Hoover talk about a flexible, tax-advantaged alternative exit strategy for business owners who are ready to make that long-awaited transition. It’s a plan that can preserve or even enhance corporate culture, provide a meaningful employee benefit, and ensure the …
Getting Over the Goal Line (an M&A Case Study)
In Episode 2 , Chris Kramer and Chase Hoover roll out the first of our client case studies - the sale of a mid-sized business in the healthcare services space that successfully closed back in early 2020, just before the world turned upside down. We reflect on the challenges faced, strategies …
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Introducing What’s Next … Hosted by Acuity Advisors
In Episode 1 of our new podcast, Chris Kramer and Chase Hoover dive into a simple question with complex answers — why do middle-market business owners hire investment bankers? The simple answer … transitioning ownership in a closely held business is anything but …
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Congratulations to L&L Nursery Supply on Being Acquired by BFG Supply!
ESOP-owned since 1987, L&L Nursery Supply has served as the West Coast’s leading distributor of home and garden products for nearly 70 years. While it is bittersweet to see one of our longest tenured ESOP clients exit, we are proud to have played a key role in helping the employee owners of …
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