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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Closing the Wealth Gap, a Modest Proposal
Closing the income inequality gap has been a hot topic on both sides of the aisle for many years. Perhaps more impactful to the long-term sustainability of our democracy is closing the wealth inequality gap. Half of the working age population have no retirement savings, and 20% have no wealth at …
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 …
Learn more about Introducing What’s Next … Hosted by Acuity Advisors