PCE M&A Industry Reports – Q1 2016

As a continuation of PCE’s series of quarterly M&A industry reports, below you’ll find an in-depth analysis of trends in the M&A marketplace that impact your business. These reports provide industry trends, sub-sector performance as well as deliver insight into Read More

Ownership Solutions for Established ESOPs

Join PCE for NCEO’s two-day ESOP Symposium specifically designed to address issues facing established ESOPs.  The ESOP Symposium is a gathering of the countries leading ESOP experts providing the most up to date information about ESOPs.  Presentations will cover best Read More

The Ultimate Guide to Valuations

Understanding the value of your business can be a complex topic involving both quantitative financial analysis and qualitative examination.   This paper breaks down the valuation methodologies in a straightforward format to help you understand the appraisal process and the reasons Read More

Six Steps to Selling Your Business

Are you thinking about selling your business?  Do you know if your business is in the best possible condition to reap the most advantageous outcome? Download this paper to learn: How to determine your selling objectives What makes your business Read More

How to Value a Company: The Process

From inception to exit, there are many events within the business lifecycle that require you to have an understanding of the value of your business. This guide will unpack the step by step process used by businss valuation professionals to Read More

ESOPs: The Swiss Army Knife of Liquidity Strategies

Employee stock ownership plans (ESOPs) offer business owners a flexible option for liquidity, business succession and incentivizing employees. Download this guide to learn about: Tax benefits of ESOPs How to increase your net proceeds Various deal structures availabe through ESOP Read More

Choosing the Best Firm to Sell Your Business

If you have ever Googled “how to sell my business,” you realized very quickly that there are many terms used to describe professionals who are in the business of selling companies.  The most common terms used for intermediaries are investment Read More

What to Expect When You Need a Valuation

Once you’ve have determined you need a business valuation, you may be wondering what to expect during the valuation process. This paper will guide you through the selection process of engaging the best valuation professional for your situation, as well Read More

Partial ESOP Sale: The Triple Threat Liquidity Strategy

As privately held businesses mature and grow in value, the desire for, and prudence of, personal liquidity and diversification grows in importance to business owners.  When much of one’s personal net worth is tied to a highly successful, yet illiquid business, Read More

PCE Advises Florida Marketing Organization

Florida Marketing Organization (FMO), an Orlando based insurance agency providing healthcare solutions throughout Florida, recently announced it has formed a partnership with Baldwin Risk Partners (BRP), a Tampa based insurance distribution holding company.  PCE Investment Bankers served as financial advisor Read More