logo-pce-180
  • Contact
  • Careers
  • Client Login
  • WHO WE ARE
    • LEADERS
    • TEAM
    • CAREERS
  • TRANSACTIONS
  • FINANCIAL SOLUTIONS
    • MERGERS & ACQUISITIONS
      • Sell-side
      • Buy-side
      • Capital Raise
      • Fairness Opinions
    • EMPLOYEE OWNERSHIP
      • ESOP Feasibility
      • ESOP Formation
      • Solutions for ESOP Companies
    • VALUATION
      • Financial Reporting
      • Tax Planning
      • ESOP Valuation
      • Business Planning
      • Portfolio Valuation
      • Litigation Support
      • Fairness and Solvency Opinions
      • Complex Financial Instruments
    • ADVISORY
      • Strategic Analysis
      • Exit Planning
      • Management Consulting
      • Restructuring
  • INDUSTRIES
    • Aerospace, Defense & Government
    • Building products & construction
    • Business Services
    • Consumer & Retail
    • Diversified Industrials
    • Financial Institutions Group
    • Food & Agriculture
    • Healthcare
    • Power & Energy
    • Tech, Media & Telecom
    • Transportation & Logistics
  • RESOURCES
    • Articles
    • eBooks
    • Industry Reports
    • Videos
  • WHO WE ARE
    • LEADERS
    • TEAM
    • CAREERS
  • TRANSACTIONS
  • FINANCIAL SOLUTIONS
    • MERGERS & ACQUISITIONS
      • Sell-side
      • Buy-side
      • Capital Raise
      • Fairness Opinions
    • EMPLOYEE OWNERSHIP
      • ESOP Feasibility
      • ESOP Formation
      • Solutions for ESOP Companies
    • VALUATION
      • Financial Reporting
      • Tax Planning
      • ESOP Valuation
      • Business Planning
      • Portfolio Valuation
      • Litigation Support
      • Fairness and Solvency Opinions
      • Complex Financial Instruments
    • ADVISORY
      • Strategic Analysis
      • Exit Planning
      • Management Consulting
      • Restructuring
  • INDUSTRIES
    • Aerospace, Defense & Government
    • Building products & construction
    • Business Services
    • Consumer & Retail
    • Diversified Industrials
    • Financial Institutions Group
    • Food & Agriculture
    • Healthcare
    • Power & Energy
    • Tech, Media & Telecom
    • Transportation & Logistics
  • RESOURCES
    • Articles
    • eBooks
    • Industry Reports
    • Videos
  • Home
  • Resources

RESOURCE CENTER

Prioritizing client education to empower decision makers throughout their transaction
Quick Links
  • Articles
  • Assessment
  • eBooks
  • Industry Reports
  • Infographics
  • Video Resources
  • News

    Is the Price Right? How to Determine the Value of an Acquisition Target

    Read more

    Is an ESOP Right for You? A Guide for Business Owners

    Read more

    How to Value Your Intangible Assets: Methods, Factors, Considerations

    Read more

    How to Reduce Owner Dependency and Build Long-Term Business Value

    Read more

    Acquisition Is Your Growth Strategy, but Where Are Your Targets?

    Read more

    Should You Elect the Accounting Alternative for Goodwill?

    Read more

    9 M&A Deal Tactics to Bridge the Valuation Gap

    Read more

    Maximize Your Company’s Value with an ESOP

    Read more

    Carried Interest Appraisals: A Guide to Valuation Methods & Allocations

    Read more

    What is an ESOP? How Employee Ownership Can Benefit Your Business

    Read more

    Selling Your Business in 2025? Key Tax Changes That Could Impact Your Sale

    Read more

    How to Prepare Your Valuation Expert for the Courtroom

    Read more

    ESOP Market Outlook for 2025: A Promising Year for Formation and Growth

    Read more

    M&A Trends 2025: Market Insights and Business Growth Opportunities

    Read more

    Achieving the Right Valuation: Key Factors for a Smooth Business Transaction

    Read more

    How to Identify the Best Buyers for Your Business Transition

    Read more

    What is an ESOP?

    Read more

    Year-End Strategies to Maximize Business Value for a Profitable Sale

    Read more

    Fair Value Measurement for Financial Reporting

    Read more

    Colorado Companies: Kick-Start the Succession of Your Business with a Tax Credit of up to $150,000

    Read more

    6 Key Steps to Successfully Sell Your Middle Market Business | Expert Guide

    Read more

    The Rise of ESOP Acquisitions: Why This Strategy Works So Well—and How to Make It Work for You

    Read more

    Are You Ready for an Acquisition? Evaluating Your Financial Capacity and Planning for Success

    Read more

    Why (and How) You Need to Assess Your Business’s Value

    Read more

    How a Buyer Values My Business

    Read more

    How to Choose the Best Private Equity Firm

    Read more

    Navigating the Sale of Your Business: Essential Tax Considerations

    Read more

    Why Your Business Won’t Sell: Key Challenges and Solutions

    Read more

    ESOP Tax Incentives for Selling Shareholders

    Read more

    8 Ways to Mitigate Risk When Selling Your Company

    Read more

    Mastering Leverage Will Ensure an ESOP’s Success

    Read more

    Position Your Business for Lucrative Growth or Sale: 3 Steps to Calculating Fair Market Value

    Read more

    Winning the M&A Race: A Business Owner’s Guide to Successful Negotiations

    Read more

    Consider the Life Cycle: Strategies for a Sustainable ESOP

    Read more

    Beyond the Bottom Line: 8 Key Drivers to Maximize Your Business Valuation

    Read more

    Who Needs an Independent Valuation?

    Read more

    Is Employee Ownership Having a Moment?

    Read more

    Valuations of TSR Awards: Key Insights on Equity Compensation Trends

    Read more

    M&A Boom: Tech Leads the Charge in a Rebounding Market

    Read more

    Choosing the Best Exit Strategy for Your Middle Market Business

    Read more

    Employee Ownership, If You Can Keep It: A Guide to ESOP Sustainability

    Read more

    Embracing ESG: Why (and How) Sustainability Should Guide Your M&A Transaction

    Read more

    ESOP Repurchase Obligations and the Impact on Your Company Valuation

    Read more

    Selling Your Business: A Glossary of M&A Terms

    Read more

    Why Financial Forecasting is Key to a Successful Exit Plan

    Read more

    Understanding Your Finances Post-ESOP Transaction

    Read more

    5 Factors to Consider Before Selling to an ESOP

    Read more

    Tips for Pre-Sale Due Diligence

    Read more

    Beyond Morale: The Quantifiable Impact of Employee Engagement on Company Valuation

    Read more

    Maximizing Employee Engagement with Your ESOP

    Read more

    Balancing Act: Navigating Employee Involvement in M&A Transactions

    Read more

    The History and Composition of ESOPs

    Read more

    Fast-Track Growth: Supercharge Your Business Through Strategic Acquisitions

    Read more

    High Growth Client – How do you Protect their Legacy?

    Read more

    Harnessing ESOPs to Drive Corporate Growth

    Read more

    EBITDA and How It Affects the Sale of Your Business

    Read more

    M&A Outlook for 2024: The Promise of a New Year

    Read more

    The Economic Outlook for 2024 and the Impact on Company Valuations

    Read more

    8 Strategies for Managing Stress When Selling Your Business

    Read more

    Key Considerations in an Equity Rollover

    Read more

    How to Prepare Your Company for an ESOP Transaction

    Read more

    6 Reasons Why Your ESOP Might Need a New Valuation Firm

    Read more

    Close Out the Year With Recast Financial Statements

    Read more

    Understanding Portfolio Valuations: The Backbone of Smart Investing and Risk Management

    Read more

    Why You Need a Preliminary M&A Valuation

    Read more

    When Emotional Capital Impedes the Sale of Your Company, Consider an ESOP

    Read more

    Why You Need a Strong Shareholder Agreement

    Read more

    Not-So-Silent Partners: A Comprehensive Guide for Selling Your Business to Private Equity

    Read more

    Goodwill Impairment Testing: The Ins and Outs of Compliance with Accounting Standards Codification 350

    Read more

    Discover the Power of ESOPs: A Detailed ‘WIIFM’ Guide

    Read more

    When is the Right Time to Sell My Business?

    Read more
    Maximizing Your Share of Synergy Value in an M&A Transaction

    Maximizing Your Share of Synergy Value in an M&A Transaction

    Read more

    5 Key Reasons ESOPs Are an Effective Estate Planning Tool

    Read more

    Valuations in Accordance with ASC 805 – What do you Need to Know?

    Read more

    The Internal Trustee’s Guide to ESOP Valuations

    Read more

    Sell or Hold? An Important Question for ESOPs

    Read more

    Today's Capital Markets

    Read more

    Why Aren’t There More ESOPs? Insights on ESOP Sustainability

    Read more

    The Importance of a Sell-Side Quality of Earnings (QoE)

    Read more

    Why Investment Bankers are Your Most Valuable Asset

    Read more

    How Much Will It Cost To Sell My Business?

    Read more

    Is a Mini Auction Right for Your Business?

    Read more

    A Modern-Day Bank Run and M&A Transactions: What You Need to Know

    Read more

    4 Reasons to Use an M&A Attorney

    Read more

    Why You Need a Business Valuation for Gift Transfers, Estate Administration, and Charitable Contributions

    Read more

    Drafting Your ESOP Quarterback

    Read more

    Unsolicited Email Offers to Buy Your Business: When to Respond

    Read more

    Why Third-Party Transactions Fail and How an ESOP Transaction Could Prevail

    Read more

    Don't Quit Your Day Job: Why You Need an Investment Banker to Build Your Buyers List

    Read more

    The Power of Intangibles: Unraveling the Mystery of Asset Valuation with MPEEM

    Read more

    Preparing a Confidential Information Memorandum: What You Need to Know

    Read more

    Evaluating Financing Options When Selling Your Business

    Read more

    More Skin in the Game: Why Your ESOP Needs an MIP

    Read more

    What is Your Post-Money Valuation? And Is It Correct?

    Read more

    Financial Accounting Valuation – Fresh Start Reporting

    Read more

    Why You Shouldn’t Be a C Corp

    Read more

    Let’s Get Personal — Personal Goodwill, That Is

    Read more

    The Importance of Management Meetings

    Read more

    Understanding the Value of Representations and Warranties Insurance

    Read more

    The Ins and Outs of Valuing Contingent Consideration

    Read more

    Time Kills All M&A Deals

    Read more

    Using the IOI to Save Time and Maximize Value in Your Business Sale

    Read more

    CASE STUDY: A Deep Dive into the ESOP Transaction Process

    Read more

    ESOP and Estate Planning Case Study

    Read more

    F-Reorganization or 338(h)(10) Election? Choose the Less-Restrictive Option

    Read more

    Things to Consider in a Preferred Stock Capital Raise

    Read more

    From Acquisition to Integration: How to Ensure Your Merged Business Maximizes Shareholder Value

    Read more

    Planning Your M&A Integration

    Read more

    What Are Your Intellectual Properties Worth?

    Read more

    Three Questions to Ask When Exploring an ESOP

    Read more

    Common ESOP Valuation Mistakes You Can Avoid

    Read more

    How to Maximize Your Business’s Value in a Sale — Despite Recent Capital Expenditures

    Read more

    The Cost of a Valuation: Factors and Considerations

    Read more

    Four Reasons Why a Sale-Leaseback Could Be Right for Your Business

    Read more

    What Is Your Trademark Worth?

    Read more
    Acquistion Red Flags

    7 Red Flags in the Acquisition Process

    Read more

    Acquisition Deal Flow Made Easy! A Blueprint for Finding Quality Acquisition Targets

    Read more

    Calculating Net Proceeds From a Sale

    Read more

    Leveraging an Investment Banker for Your Acquisition Strategy

    Read more

    A Strong Workforce is Key to Business Value

    Read more

    Business Valuation Calculators – Not the Value They Seem to Be

    Read more

    How Net Working Capital Impacts the Value of Your Business

    Read more

    More Cash, Less Tax: Refinancing Your ESOP Seller Note for Liquidity

    Read more

    Tax-Affecting of Pass-Through Entities and the Impact on Valuations

    Read more

    Structuring an ESOP in a Rising Tax Environment

    Read more

    How Sales & Marketing Efforts Impact the Value of Your Business

    Read more

    Accounting for Business Combinations: Streamlined Standards for Private Companies

    Read more

    How the Growth Value Driver Enhances Your Business

    Read more

    Valuation Issues in Complex Capital Structures

    Read more

    How Contracts and Agreements Enhance Your Company’s Value

    Read more

    How the Human Capital Driver Enhances Your Business

    Read more

    How the Facilities Management Driver Enhances Your Business

    Read more

    Why You Should Consider a Partial ESOP Strategy

    Read more

    How the Competition Value Driver Enhances Your Business

    Read more

    How to Close the Valuation Gap

    Read more

    How the Financial Value Driver Enhances Your Business

    Read more

    Key Terms for Purchase Agreements

    Read more

    Selling Your Distressed Business

    Read more

    Don't Delay Fixing Your Distressed Business

    Read more

    ESOPs – Keeping Family Businesses in the “Family”

    Read more

    How Will My PPP Loan Impact the Sale of My Company?

    Read more

    Financing Your Sale to an ESOP

    Read more

    A Business Owner's Guide to Surviving a Pandemic

    Read more

    How New Lease Accounting Standards Impact Financial Statements

    Read more

    Key Terms to Know When Negotiating a Letter of Intent

    Read more

    How to Structure the Sale of Your Business: Asset or Stock

    Read more

    How to Survive Your Bank Debt

    Read more

    Understanding the Different Layers of Debt

    Read more

    How Synergies Impact What a Strategic Buyer Will Pay

    Read more

    ESOP Transaction Process

    Read more

    Structuring an Optimal ESOP: A Comprehensive Guide

    Read more

    Partial ESOP: Triple Play Liquidity Option

    Read more

    An ESOP Feasibility Study: Your First Step to a Successful ESOP

    Read more

    Minority Equity Transaction: A Liquidity Strategy for Reducing Debt

    Read more

    Is Now the Time to Sell?

    Read more

    The Role of an ESOP Trustee, and How to Choose One

    Read more

    Identifying Add-Backs When Selling Your Business

    Read more

    Considerations for Your Distressed ESOP

    Read more

    A Roadmap for Preparing Your Distressed Business for Sale

    Read more

    Six Red Flags You’re a Distressed Business

    Read more

    A Guide for Business Owners Facing a Downturn

    Read more

    6 Tips to Consider Before Filing for Bankruptcy

    Read more

    Is a Partial ESOP the Answer in Uncertain Times?

    Read more

    Building Your 13 Week Cash Flow

    Read more

    Yes, You Can Still Sell Your Business

    Read more

    Key Considerations for Distressed Acquisitions

    Read more

    ESOP Ownership: Partial vs 100%

    Read more

    Keys to Selling Your Distribution Company

    Read more

    Is it Too Late to Sell My Company?

    Read more

    Want a Successful ESOP? Avoid These Top 7 Mistakes

    Read more

    When to Consider a Partial ESOP

    Read more

    Best Investment Banks

    Read more

    Private Equity Groups & ESOPs: An Unlikely Duo

    Read more

    Keys to Selling Your Packaged Food & Beverage Company

    Read more

    How ESOPs Inspire a Culture of Ownership

    Read more

    Do You Need a Fairness Opinion for Your Privately Held Company?

    Read more

    Keys to Selling Your Building Products Company

    Read more

    Five Preventable Mistakes When Selling Your Business

    Read more

    Keys to Selling Your Transportation Business

    Read more

    Keys to Selling Your Agriculture Business

    Read more

    ESOP is the Answer

    Read more

    ESOP Tax Advantages

    Read more

    How Transportation Companies are Achieving Success through ESOPs

    Read more

    Post Acquisition Rebranding

    Read more

    Dig a Little Deeper When Making Valuation Assumptions

    Read more

    Borrowing in Today’s Market: Traditional vs. ESOP Loans

    Read more

    Someone Wants to Buy My Company

    Read more

    The Litigation Blame Game

    Read more

    How to Value a Note for Estate or Gift Tax Purposes

    Read more

    Exit Planning Should Start Now

    Read more

    Lending to Heirs – Valuation of Notes Receivable for Estate Planning Purposes

    Read more

    Valuing a Medical Practice is More Than Just the Numbers

    Read more

    Financial Reporting Valuation – The Market Participant

    Read more

    Fair Market Value Case Study – Not Your Typical Valuation

    Read more

    Want Liquidity? Consider Selling a Piece of Your Company to an ESOP

    Read more

    ESOP Valuation – Smoothing Versus Volatility

    Read more

    Financial Accounting Valuation – The Effect of FASB 157 and 141r

    Read more

    Keys to Understanding Your Company’s Value Drivers

    Read more

    Selling Your Aerospace & Defense Business

    Read more

    The Return of Mezzanine Capital

    Read more

    Volatility and the Valuation of Stock Options Living in the Zone

    Read more

    All Money is Not Created Equally

    Read more

    Wholesale Distribution: Valuation and M&A Activity Robust

    Read more

    Fairness Opinion Case Study: Business Judgement Rule Protection

    Read more

    Current Trends in the Mezzanine Market

    Read more

    IRS Rules Governing Deferred Compensation (Section 409A) Allow for Significant Penalties

    Read more

    Cash Held in Partnerships May be Subject to Significant Discounts

    Read more

    Sub Debt Funding

    Read more
    No articles matched your selection - please try widening your search criteria.
    •  
    •  
    logo

    PCE Investment Bankers, Inc. - member FINRA & SIPC

    PCE Valuations, LLC    |    PCE Advisory, LLC

    We’ve been providing middle-market business owners with sophisticated financial services since 1997. Over the years, we have established a well-deserved reputation as a trusted partner and skilled team member, providing sound advice and top-notch service. You can depend on us to deliver maximum results. 

    QUICK LINKS
    • WHO WE ARE
    • TRANSACTIONS
    • MERGERS & ACQUISITIONS
    • EMPLOYEE OWNERSHIP
    • VALUATION
    • ADVISORY
    • INDUSTRIES
    • RESOURCES
    • CONTACT US
    SUBSCRIBE TO OUR NEWSLETTER

    [PCE was] completely responsive to our needs and [was] always two steps ahead, leading us expertly through a very complicated process. - Dennis Buhring, Physician Associates

    Privacy Policy      Business Continuity      FINRA BrokerCheck      Whitelist PCE

     

    contact usan image