Author: Carolle Siegel

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3 Hidden Risks of 409A Non-Compliance

These days, it seems like everyone is offering some kind of valuation service.  From well-known fintech brands, to local merchant banks, firms have been quick to capitalize on this growing opportunity to supplement sales with complementary 409A valuation esrvices as firms continue to stay private longer.  However, as we have discussed in previous series, not […]

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An Introduction to Success Fees and the Lehman Formula

Congratulations!  After grueling years spent building your business from the ground up, you are in a sale process.  If this is your first time going through this kind of process, the fees can be eye watering: lawyers, accountants, and investment bankers, to name a few.  How can you make sense of this, and whether you […]

CONTINUE READING An Introduction to Success Fees and the Lehman Formula 3 min read
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