Understanding Business Valuation: A Seller’s Guide to How Buyers Determine Value
For business owners looking to sell their company, there are more factors to consider than simply finding the right buyer at the right price. To...
The Purpose of Representations and Warranties Insurance in an M&A Transaction
R&W insurance provides private equity firms, strategic and corporate buyers, risk managers, and other stakeholders with a risk mitigation solution for uncertainties in a merger...
Pre-Liquidity Planning: Preparing Your Personal Finances Before Selling Your Company
For business owners looking to sell their company, there are more factors to consider than simply finding the right buyer at the right price. To...
Crewe Capital Advises Aero-mark, LLC in the Sale of Certified Aviation Services
(Crewe), one of the nation’s leading boutique investment banks, exclusively guided Aero-mark, LLC, a private investment firm, in the sale of Certified Aviation Services, LLC...
The Relationship Between Deposits and Net Working Capital
In a previous article, we discussed Net Working Capital (NWC) and its significant role in transactions. To recap, NWC is defined as a company’s current...
Farmington, Utah-based PACS Group Sets Revenue Record in its First Quarterly Report Filed Since its 11 April 2024 IPO
Nearly one month to the day after it went public on the New York Stock Exchange, Farmington, Utah-based PACS Group (NYSE:PACS) filed its first ever...
Crewe Capital advises PV3 Investments in the acquisition of ENVE Composites
SALT LAKE CITY — April 30, 2024 — Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, exclusively guided private investment firm PV3...
Understanding Net Working Capital and its Importance in a Transaction
Net Working Capital (NWC) is one of the most important negotiations in a transaction, often having the greatest economic effect compared to other terms in...
IOIs, LOIs, and Their Differences
IOIs and LOIs are crucial components in running a complete M&A process, but there are some key differences....
Crewe Capital delivers strategic buyer for J & S Mechanical Contractors, Inc.
Salt Lake City—Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, has successfully orchestrated a pivotal transaction for J & S Mechanical Contractors,...
Triple Ring Technologies and 1315 Capital Announce Strategic Growth Partnership
Triple Ring Technologies ("Triple Ring"), The Co-Development Company for Medical Device and Life Sciences, proudly announces a significant growth capital investment from 1315 Capital, a...
Crewe Capital Expands Footprint to Michigan with Addition of Veteran Banker
Crewe Capital (Crewe), one of the nation’s leading boutique investment banks, is pleased to announce it has brought on Brian Basil to lead its investment...
Breaking Down a Purchase Agreement
For business owners currently engaged in or contemplating an M&A process, the importance of the purchase agreement is critical. Beyond the legal intricacies, this document...
10 Reasons Business Owners Should Perform a Quality of Earnings Analysis When Selling Their Company
Whether a company is undergoing its first financial review or has a history of accounting oversight, the decision to engage in a Quality of Earnings...
Which Tax Forms Cause The Biggest Headaches?
Wealthy clients have an increased chance of encountering roadblocks during the tax form filing process. Wealth advisor Megan Slatter shares insight on the importance of...
Bad News Continues To Be Good News To Justify Fed’s Rate Pause
Our Partner Louise Goudy Willmering was on Schwab Network yesterday discussing market moves, where to look for opportunities, and 2024 economic expectations with Nicole Petallides:...
The Fed decision on interest rates won’t offer much relief to Main Street businesses
Amid tightening financial conditions, bank loans have declined. With steady rates from the Fed should business owners use credit cards to supplement growth? Managing Partner...
How Advisors Can Help Clients Solve The Roth 401(k) Puzzle
Since the Roth 401(k) launched in 2006, Congress has made adjustments, making it harder for the general public to follow and make adjustments of their...
Fed Stands Pat on Interest Rates: What the Experts Are Saying
As expected, the Fed held on interest rates this week. CIO Dustin Thackeray offered insight on the fight against inflation via Kiplinger....
Want A Second Home? Better Be Careful, Advisors Say
For clients who want a second home, wealth advisor Megan Slatter shares the importance of understanding the risks and responsibilities. Read more via Ben Mattlin...
What is business succession planning and why is it often overlooked by business owners?
Business succession planning needs to be an integral part of any private or family-owned business. It is an important and evolving process that requires thoughtfulness...
Maximizing Value: Strategic Pre-Liquidity Planning for Business Owners
The process of exiting a business is far more than just a financial transaction; it is a complex balance of personal goals, strategic decision-making, tax...
Crewe Family of Companies Strategically Relocates to 650 Main in Downtown Salt Lake City
The biggest downside to 529 plans is about to go away. Now they’re a ‘no-brainer,’ expert says
Jessica Dickler at CNBC.com speaks with Marshall Nelson, wealth advisor at Crewe Advisors, to discuss the future of retirement saving due to SECURE 2.0 and...
Crewe Capital Facilitates Strategic Partnership with Trailer Boss
Crewe Capital (Crewe) played a crucial advisory role in the sale of Trailer Boss, a leading trailer dealer in the Pacific Northwest, to BF Ventures...
100 Fastest Growing RIAs: These Financial Advisor Firms Pull Ahead in 2023
Crewe Advisors was listed 35th out of the top 100 fastest growing RIAs in 2023 in Patrick Villanova’s SmartAsset ranking....
Advisors debate: ETFs, mutual funds or both?
Dustin Thackeray, chief investment officer at Crewe Advisors, connects with Gregg Greenberg at InvestmentNews to explain why he recommends having active and passively-managed ETFs in...
College Savings: Choosing the Optimal Strategy
Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many forms, each with its...
Understanding EBITDA
While mentioned frequently, EBITDA is still not fully understood by many business owners, and rightfully so. There are questions as to why EBITDA is what...
How to Take Required Minimum Distributions
"Once you reach a certain age, the IRS wants to be able to begin collecting taxes." Wealth advisor Megan Slatter provides insight on how to...
2023 Social Security COLA increase
This year, Social Security saw the largest increase for cost of living adjustment in more than 40 years at 8.7%. Megan Slatter, wealth advisor at...
Mastering the Art of Family Meetings: A Practical Guide to Hosting
A well-structured and thoughtfully organized family meeting can foster stronger family bonds, promote the family’s shared values, and facilitate strategic decision-making. Here are some of...
LGCY Power Engages Crewe Capital Advisory Services for Enphase Energy, Inc. Partnership
"We believe Enphase Energy (Nasdaq: ENPH) to be the perfect partner to help LGCY Power capitalize on growth opportunities," said Michael Bennett, managing partner of...
What’s ahead this week for Wall Street and the economy
Stocks are fluctuating as Big Tech companies continue to report earnings. Our CIO Dustin Thackeray chatted with Krystal Hur at CNN Business on the implications...
Turn Out the Lights, the Consumer Party’s Over?
With retail sales estimates falling short this month, it has led to some Fed uncertainty as to how the rest of the summer will shape...
Goldman dogged by ‘noise’ to core business -adviser
The Dow continued its winning streak yesterday closing up over 300 points. On the heels of some news from Goldman Sach earnings, our own Louise...
The Power of Family Meetings: Building a Strong Foundation for Multi-Generational Wealth Transfer
Successful families can create lasting legacies that span several generations by executing strategic wealth planning techniques and employing a long-term approach to educating and skill...
AI on the rise: The promises and perils for RIAs
How are RIAs and financial firms incorporating artificial intelligence into their day to day operations? Dan Sudit, partner at Crewe Advisors, explains the potential pros...
Stock Market Today: Falling Inflation Sparks Rally in Tech Stocks
"The trend of slowing year-over-year inflation prints continues for its 12th consecutive month indicating the Federal Reserve's actions since March 2022 have been working well...
Clients Shouldn’t Rush Into Investing Windfalls, Advisors Say
“The biggest mistake when coming into a large amount of cash would be to emotionally rush into an investment that you don’t really understand.” Crewe...
Equity Compensation: Considerations for Corporate Executives
Corporate Executives typically receive a significant portion of their compensation in the form of equity. This equity compensation can take many forms, each with its...
Debt-Ceiling Debates Will Continue To Hound Taxpayers, Advisors Say
Dan Sudit, partner at Crewe Advisors, speaks with Jeff Stimpson about how the debt ceiling debates will continue to affect taxpayers, despite an agreement being...
Should You Consider Using an Investment Bank to Sell Your Company?
If you are considering selling your company, a primary objective will be getting the highest possible value. If you haven’t sold a company before, or...
AI-Focused ETF Assets Could Triple to $35 billion by 2030
Louise Goudy Willmering, CFA and partner at Crewe Advisors, shares her thoughts on artificial intelligence and the debt ceiling’s impact on the markets with Isabelle...
Business Sale Transaction Structure: Minimizing Tax Liability through an F-Reorganization
As a business owner considering the sale of your company, it is critical to explore various strategies that could optimize one of the biggest transactions...
How To Correctly Navigate Private Foundation Tax Rules
While private foundations are often used for tax breaks, it can be difficult to navigate certain tax rules at times. CEO Don Evans suggests using...
Liquidity Events – Top Three Issues For A Client Selling To Employees
Megan Slatter, wealth advisor at Crewe Advisors, speaks with Michael Madden at Wealth Solutions Report about important factors business owners need to consider during a...
What BofA, Goldman earnings say about the economy -adviser
Louise Goudy Willmering, CFA and partner at Crewe Advisors, shares her thoughts on bank earnings reports and provides her outlook on Reuters TV. “While inflation...
Strong dollar makes international stocks a good bet -adviser
Louise Goudy Willmering, CFA and partner at Crewe Advisors, appears on Reuters TV on international stocks and the impact a strong U.S. dollar might have...
U.S. stocks end flat as J&J, Goldman Sachs disappoint
Louise Goudy Willmering, CFA and partner at Crewe Advisors, provides insight on the changes seen in Wall Street's main indexes with Reuters TV. “We feel...
Maximizing Your Philanthropic Impact
Each type of charitable giving vehicle has its own advantages and limitations. Each donor has different circumstances, goals, and objectives. Knowing the landscape of charitable...
Five Ways to Increase the Selling Price of Your Business
By focusing on these five categories, you can make your business stand out and also may decrease the perception of risk, which could lead to...
Equity Risks As Bank Questions Loom
Louise Goudy Willmering, Partner at Crewe Advisors, joins the program to discuss markets and investing strategies. Hosted by Paul Sweeney and Molly Smith....
Yes, the Bank Chaos Is Scary. But Don’t Let Fear Make Your Money Decisions.
“If people think there is a concern, they could create a concern." Our partner and COO Jason Miller offers tips for how investors can stay...
Qualified Small Business Stock (QSBS)
with proper planning, using QSBS could save someone millions of dollars in taxes. This article highlights some common pitfalls a company should be aware of,...
Soul-searching wealth advisors ponder banking turmoil: Where do I want to work?
"Advisors have to be really careful with the home that they choose, because if they're doing it for their clients, then they need to make...
A Year After Fed Began Hiking, Stock Traders Still Stumped Over Next Step
While inflation is showing signs of slowing, there remains continued uncertainty about what the Fed will do involving future rate hikes. Partner Louise Goudy Willmering...
TikTok’s finance influencers are selling the idea that you can become a ‘recession millionaire’ if the market tanks
Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Jacob Zinkula at Business Insider about why millennial investors need to take advantage of current market...
Gen Zers and Millennials Need To Start Planning for These Life Events ASAP
Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Gabrielle Olya at GOBankingRates about why young investors should consider having a financial advisor. “Young professionals...
These 20 cities have the highest concentration of financial advisors
Ryan Halliday, managing partner at Crewe Advisors, discusses the reasons why Salt Lake City has seen an influx of financial advisors with Tobias Salinger at...
529 Rollover to Roth IRA
Section 126 of SECURE Act 2.0 has created the new ability for a portion of unused funds in a 529 account to be rolled over...
SECURE Act 2.0
SECURE Act 2.0 seeks to build on the original SECURE Act of 2019 by providing additional retirement planning flexibility and more options for Americans to...
Crewe Capital Advises on Private Equity Partnership for Barefoot Mosquito & Pest Control
Crewe Capital is pleased to announce it was the exclusive advisor to Barefoot Mosquito & Pest Control on their new partnership with Incline Equity Partners,...
When selling your business, should you structure the sale as an Asset Sale or a Stock Sale?
When selling your business, one of the first issues that is likely to come up is whether to structure the sale as an asset sale...
The New Retirement Law Lets You Delay RMDs. That Doesn’t Mean You Should.
With Secure 2.0 Act giving those 72 and under an extra year before withdrawing money from their retirement accounts, some advisors are still suggesting you...
Seesaw Day In The Markets: Finding Value In Health Care & Financial
Stability of earnings will influence the level of the market, says Louise Goudy Willmering. She discusses the seesaw day in the markets following this morning's...
The NextGen Boom: Are You Ready?
Marshall Nelson, wealth advisor at Crewe Advisors, speaks with Ben Mattlin of Financial Advisor about the challenges younger people are facing when it comes to...
Wall Street Preps for Year-End Stock Rally as Volatility Plunges
Louise Goudy Willmering, partner at Crewe Advisors, speaks with Jess Menton at Bloomberg on the markets going into 2023 and how investors can make the...
How Tax-Friendly Is Your State?
Dan Sudit, partner at Crewe Advisors, shares his thoughts on taxes in regards to moving to a new state with Jeff Ostrowski at MoneyGeek. “When...
How To Reduce The Pain Of RMDs
Financial Advisor reporter Ben Mattlin speaks with Megan Slatter, a wealth advisor at Crewe Advisors, about taking required minimum distributions from tax-advantaged retirement accounts and...
Don’t Let ROBS Steal Your Retirement
Megan Slatter, Wealth Advisor at Crewe Advisors, speaks to Chris Carosa at Forbes on Rollovers as Business Startups (“ROBS”) and how they can be a...
US Stocks Brace for Pain on Fresh Earnings Blows: Markets Wrap
Dustin Thackeray, chief investment officer at Crewe Advisors, speaks with reporter Isabelle Lee about Q3 earnings and the effects on U.S. stocks. Thackeray explains challenges...
The Fed only cares about inflation. That’s bad news for you
Ahead of tomorrow’s CPI data and the Federal Reserve meeting in early November, Crewe Advisors CIO Dustin Thackeray explains how the Fed might respond to...
Real Estate, Energy, & Real Wages Show Inflation Is Easing
The Unease You Feel Is the Fed Pushing Into a Recession
Private Foundations Offer Solid Tax Breaks With Proper Planning
“It’s generally well known that donations made to private foundations create income tax deductions. Less commonly known is that only gifts to private foundations of...
Stock Market Today: Dow Sinks 1,276 Points After Alarming CPI Report
If you got student loan relief, use the savings to ‘jump-start wealth accumulation,’ say financial advisers. Here’s how to get started.
An emergency fund is priority number-one for anyone with a little breathing room following the recent student loan forgiveness announcement. Megan Slatter, wealth advisor at...
Dissecting the Process of Selling a Middle-Market Company
In the first post of our three-part series on the sale process for a middle-market company, we focused on the strategic perspective, discussing how to...
Stock Market’s Worst Month Gets Even More Dicey With Hawkish Fed
Does Your Client Need Emergency Cash? Here Are Some Options
Small Caps Shine on CPI Rally
Small-cap stocks shined Wednesday even more than shares of larger companies, partly reversing a prominent trend for 2022. The Russell 2000 rose 2.95%, well ahead...
Two Sectors That Stood Out During Earnings Week
Crewe Advisors Names Partner/Advisor
Most small business owners don’t do the math on their most valuable asset
Getting a valuation of your small business is critical when considering current and future ventures, but is often overlooked. Partner Robert King spoke with Cheryl...
New Crewe Foundation Leads The Way For Major Donations By High-Wealth Families
David Politis of Silicon Slopes TV spoke with Don Evans, CEO of Crewe Foundation, and Ryan Halliday, managing partner of Crewe Advisors, for a video...
How to Handle a Bear Market in Retirement
Dan Sudit, partner of Crewe Advisors, speaks with Elizabeth O’Brien at Barron’s on reallocating stocks during a bear market. Sudit explains that for his clients,...
New Crewe Foundation Leads The Way For Major Donations By High-Wealth Families
David Politis of Silicon Slopes spoke with Don Evans, CEO of Crewe Foundation, and Ryan Halliday, managing partner of Crewe Advisors, about each business.. The...
Where’s the market opportunity amid the volatility?
Louise Goudy Willmering, partner at Crewe Advisors, joins Bloomberg TV to discuss her outlook on the market and where to find stability. “I think that...
Market Concerned Earnings Will Be Lower Than Expected
Louise Goudy Willmering, partner at Crewe Advisors, joins the TD Ameritrade Network to discuss why she's keeping an eye on the healthcare, financials and consumer...
The Tax Advantages Of Hiring Family Members
Jeff Stimpson includes Kris Yamano, partner at Crewe Advisors, in his article on the tax advantages of hiring relatives. Yamano explains that hiring a family...
Crewe Foundation Launches to Deliver Simpler, More Impactful Philanthropy
The Associated Press covers the launch of the Crewe Foundation, a philanthropic organization in association with Crewe Advisors that provides a vehicle for individuals all...
The Enterprise: Industry Briefs
Utah’s Business Journal, The Enterprise, covers news of Nick Perry joining the team as partner and advisor at Crewe Advisors. The piece goes on to...
How a Middle-Market Company Can Prepare for a Sale
Because selling a business requires extensive preparation, starting the process early will help provide the best opportunity for a successful outcome....
Crewe Advisors Seeks Conservative Credit Managers
Dustin Thackeray, chief investment officer at Crewe Advisors, is included in George Utley’s article for With Intelligence exploring the firm’s search for private credit managers...
In Uncertain Times, Do Annuities Make Sense?
Ben Mattlin includes Dan Sudit, partner at Crewe Advisors, in his latest article for Financial Advisor Magazine exploring whether or not annuities make sense in...
Crewe Advisors Brings on New Partner Nick Perry
The Associated Press covers news of the addition of Nick Perry as a partner and wealth advisor at Crewe Advisors. Perry, who previously worked at...
Consumer-Staples Stocks Take Their Turn in Limelight
Karen Langley at The Wall Street Journal includes thoughts from Louise Goudy Willmering, CFA, partner of Crewe Advisors, on the longevity of consumer staples stocks....
Positioning a Middle-Market Company for Sale | Strategic considerations
Strategic considerations —Part I of a three-part series. We are often asked by clients when they should begin positioning their companies for a sale or...
Mergers & Moves: Advisor and firm deals this week in wealth management
Financial Planning highlights news of Ryan Schlappi’s move from J.P. Morgan to join Crewe Advisors as a partner in the Scottsdale, Arizona office. “I knew...
Crewe Advisors Adds High-Performing Advisor Ryan Schlappi
The Associated Press features news from Crewe Advisors of Ryan Schlappi joining as a partner in its Scottsdale, Arizona office. Schlappi previously managed more than...
Retirement investment strategies to consider as inflation rises
Louise Goudy Willmering, partner at Crewe Advisors, joins Yahoo! Finance to discuss inflation-hedging tips for those saving for retirement. “I think it is necessary to...
Biopharma Is The Pinnacle Of Invention Which Drives Growth
How Estate Planners Can Help Clients Navigate Generational Wealth Transfer Amid Rising Inflation
Multigenerational financial planning and wealth transfer are rarely ever simple. Each client brings distinctive and varied considerations, so even experienced planners can encounter something new...
Do you need a specialized financial adviser?
Crewe Investment Bank Hires New Head of Debt Capital Markets
Crewe’s Investment Bank (Crewe) has added two experienced executives to its ranks, enhancing the firm’s expertise and service offerings. Morgan Edwards and Paul Leck join...
Crewe Investment Bank Hires New Head of Debt Capital Markets
Two new executives expand Utah-based investment bank’s expertise and service for clients...
3 Hot Stocks to Buy Now
Stocks Close Higher on Final Day of Tumultuous Month
Tech was just very highly valued, very overbought,” said Dustin Thackeray, chief investment officer at Crewe Advisors. “It was certainly due for a pullback.”...
US stocks tumble into correction territory
What buyer will help achieve your goals: strategic or financial?
There are two main categories of buyers: strategic and financial. These buyers are very different, each having its own pros and cons. At Crewe, we...
S&P 500 Hits Record as Strong Holiday Sales Offset Covid Fears
Once “Unloved,” Private Equity Secondaries Just Had a Record Year
Michael Bennett, managing partner of Crewe’s Investment Banking division, lends his thoughts on private equity to Brenda Zang at Institutional Investor. Private equity secondaries have...
The Great Wealth Transfer — How to prepare yourself and your family
According to a recent study compiled by Cerulli Associates, roughly 45 million households in the U.S. will transfer $68 trillion over the next 25 years,...
Who should you hire to facilitate and market the transaction?
The M&A and growth-capital world can be difficult to navigate. It’s crucial that you hire a professional firm with your best interests in mind and...
Help Me Retire
Crewe Advisors partner Dan Sudit helps MarketWatch's Alessandra Malito provide insight into retirement preparation and priorities in this Help Me Retire answer....
What capital structure is best for you, your stakeholders and your business?
M&A has the potential to spur growth for many businesses, but it can be a complicated process and there are many questions that business owners...
VSS Capital Partners with HFW Companies
Crewe Delivers Capital Investment for The HFW Companies to Secure Platform’s 1st Member Firm
Crewe Delivers Capital Investment for The HFW Companies to Secure Platform’s 1st Member Firm
Crewe’s boutique investment bank helps architectural and engineering firm fuel expansion plans...
5 things you must do if you hope to retire at age 62
Everyday prices are soaring — so why are stocks still flying high?
Stocks Notch Third Straight Loss on Earnings Eve
Inflation Remained Stubborn in August
US in the News: Wealth Enhancement Group makes 12th deal of 2021
BMO private bank team goes independent with newly expanding RIA
Crewe Advisors Expands With Addition of $800 Million Team
Utah-based RIA adds former $800 million team from BMO Wealth Management...
Team managing $800 million at BMO joins Crewe Advisors
Crewe Advisors expands with addition of $800 million team
Crewe Advisors Expands With Addition of $800 Million Team
Starting a Retirement Business? Start Smart
Crewe advises on sale of ACTA to HydroJug
Crewe Investment banking division has advised on the sale of activewear company ACTA to HydroJug. Founded in 2018, ACTA leveraged Crewe as an adviser as...
Crewe Successfully Advises on Sale of ACTA to HydroJug
Boutique investment bank facilitates purchase of activewear e-commerce brand...
Crewe Successfully Advises on Sale of ACTA to HydroJug
The Associated Press features a press release from Crewe announcing the firm’s role in advising the sale of activewear brand ACTA to leading reusable water...
How The ‘Backdoor Roth IRA’ Can Benefit Some High-Income Clients
Best retirement plans for the self-employed
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