Insights
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 accomplish a successful transaction, goals should be set to define what success is. For some sellers, success may be...
Crewe Capital Advises Aero-mark, LLC in the Sale of Certified Aviation Services
Crewe Capital (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 (CAS), a leading aircraft maintenance repair and overhaul (MRO) service...
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 assets minus its current liabilities. This post will address one component of NWC that is often misunderstood and...
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 Philadelphia -based, healthcare-focused growth equity firm. The company was...
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 banking efforts in Michigan as managing director. For more than 25 years, Basil has provided strategic mergers and...
Breaking Down a Purchase Agreement
As business owners contemplate the significant decision of selling their company, navigating the complexities of the M&A process can be overwhelming. A critical step in this process is drafting and negotiating the purchase agreement and related legal documents. In...
10 Reasons Business Owners Should Perform a Quality of Earnings Analysis When Selling Their Company
Selling a business is a significant undertaking that requires careful planning, strategic decisionmaking, and a clear understanding of the company's financial health. For many founders and business owners, the prospect of subjecting their financial records to external...
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 being organized with Jeff Stimpson at Financial Advisor Magazine.
2023 Q3 Crewe Capital Market Update
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: "I think it is healthy for the yield curve to have some positive slope to it, and...
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 Ryan Halliday weighs in via CNBC.com
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 own. Wealth Advisor Megan Slatter connected with Ben Mattlin at Financial Advisor Magazine to discuss the role...
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 in Finacial Advisor magazine
What is business succession planning and why is it often overlooked by business owners?
Succession planning means different things to different people. It is often thought of as simply naming a family member to take over, or even overhauling the structure of the business to align it with long-term objectives. Many business owners avoid the topic...
Maximizing Value: Strategic Pre-Liquidity Planning for Business Owners
For many business owners, an exit from the successful venture they have dedicated so much of their time and energy to can be overwhelming. Entrepreneurs work tirelessly to ensure the vision for their business comes to life and often have a hard time navigating the...
Crewe Family of Companies Strategically Relocates to 650 Main in Downtown Salt Lake City
Crewe Advisors announces the opening of its new headquarters at 650 South Main Street in Salt Lake City. The space will accommodate its growing team of advisors committed to providing unparalleled client-advisor relationships to their clients. “Relocating represents...
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 why 529 plans might be the best option. “It’s something I see catching on. Now they have the option to use that...
Crewe Capital Facilitates Strategic Partnership with Trailer Boss
Crewe Capital is pleased to announce it was the exclusive advisor to Trailer Boss on their strategic partnership with BF Ventures. Read the full article on Yahoo! Finance The Pacific Northwest's Leading Trailer Dealer Set to Thrive with BF VenturesSALT LAKE CITY,...
2023 Q2 Crewe Capital Market Update
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 client portfolios. “With the shorter track records of some actively managed ETFs, we...
College Savings: Choosing the Optimal Strategy
With the average cost of a 4-year college education in the U.S. now at $145,744 ($36,436 per year) (Hanson, “Average Cost of College & Tuition”, 2023), advanced planning may be more important than ever. Parents have shouldered much of the responsibility of...
Understanding EBITDA
One of the most common terms heard when discussing the profitability and valuation of a company is 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 take required minimum distributions as mandated by the IRS in Maryalene LaPonsie's US News & World Report...
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 Crewe Advisors, shares insight on this change for retirees.
Mastering the Art of Family Meetings: A Practical Guide to Hosting
Our last post discussed the crucial role effective family meetings play in helping high-net-worth families overcome the challenges of multi-generational wealth. Organizing and executing a successful family meeting is no easy task. Covering everything from creating a...
LGCY Power Engages Crewe Capital Advisory Services for Enphase Energy, Inc. Partnership
LGCY Power Engages Crewe Capital Advisory Services for Enphase Energy, Inc. Partnership Read the full article on MarketWatch LEHI, Utah, July 25, 2023 /PRNewswire/ -- LGCY Power today announced that it has engaged Crewe Capital's advisory services, including for its...
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 of company earnings as it pertains to the current economic climate.
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 up. Louise Goudy Willmering provides insight into the economic mixed picture with Isabelle Lee at Bloomberg
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 Goudy Willmering joined Reuters TV to discuss how the markets planned to react to moves from the big banks.
The Power of Family Meetings: Building a Strong Foundation for Multi-Generational Wealth Transfer
High-net-worth families face unique challenges and complexities when it comes to managing their wealth and ensuring a smooth transition of assets across multiple generations. One effective way to address these issues and foster cohesiveness among family members is by...
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 and perils of AI in Citywire RIA.
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 to slow price increases,"Crewe Advisors Chief Investment Officer Dustin Thackeray provides...
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 Advisors wealth advisor Marshall Nelson cautions investors with new liquidity to avoid moving too quickly when making...
Equity Compensation: Considerations for Corporate Executives
Introduction 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 own features, risks, benefits, requirements, and tax implications. It is critical for...
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 reached, due to the impact it had on the IRS. “The Congressional Budget Office estimates that the $21.4...
Should You Consider Using an Investment Bank to Sell Your Company?
If you are considering selling your company, your primary objective will be to obtain the highest possible value. If you have never sold a company before or are unfamiliar with the process, you may not fully comprehend the role of investment bankers and the value they...
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 Lee at Bloomberg. “The way that we use and implement AI across all businesses is going to be...
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 of your life. One such strategy to evaluate is the F-Reorganization, a tax-efficient method of merging...
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 donor-advised funds to maximize your deduction totals as he speaks with Jeff Stimpson at Financial Advisor
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 liquidity event. “Business owners who engage in the process early and work with a qualified team...
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 has undoubtedly taken a chunk out of everyone’s earnings, I do not think everyone’s earnings have had the...
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 on their performance. “Because of what interest rates and a strong dollar have done for U.S. investors, I think...
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 that 2023 is going to be the year where the valuation is based on the stabilization of earnings going forward,”...
Maximizing Your Philanthropic Impact
Despite lingering high inflation, fears of recession, geopolitical concerns and ongoing stock market volatility, Americans continue to be incredibly generous when it comes to charitable giving. In 2021 Americans gave $484.85 billion to various non-profit entities,...
Five Ways to Increase the Selling Price of Your Business
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 confident and calm, and protect their assets, during uncertainty in the banking system in an interview with Elizabeth O'Brien at...
Qualified Small Business Stock (QSBS)
An Overview and Company Qualifications Internal Revenue Code Section 1202 provides a potentially powerful tax benefit to business owners and investors looking to exit a business, commonly referred to as the qualified small business stock (QSBS) exemption. Under...
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 sure it's the right home for those clients." In the wake of the SVB banking collapse, many advisors are looking elsewhere. Jason...
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 speaks with Jessica Menton at Bloomberg to discuss what investors can expect moving forward
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 conditions and see it as an opportunity to buy stocks as they dip. "Young investors should embrace...
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 could benefit from having an advisor because an advisor is there to help them...
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 Financial Planning. “Over the last 10 years, there has been a huge VC community. A tremendous amount of wealth...
529 Rollover to Roth IRA
While most of the buzz surrounding the passage of SECURE Act 2.0 in late December 2022 was about the dozens of changes it brought to the retirement planning landscape, one lesser known change regarding 529 plans could be helpful to a select group of individuals....
SECURE Act 2.0
The Consolidated Appropriations Act, 2023, was signed into law on December 29, 2022 by President Biden after receiving overwhelming bi-partisan support in both the House and Senate. It includes several key retirement and tax provisions, commonly known as the SECURE...
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, a Pittsburgh-based private equity firm. Read the full article on Yahoo! Finance Investment bank helps...
2022 Q4 Crewe Capital Market Update
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 or a stock sale. These are the two primary structures for selling a business, and the differences can have significant consequences for you...
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 start earlier. Partner Kris Yamano joins Elizabeth O’Brien at Barron’s to discuss the benefits of planning out...
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 CPI report. She talks about health care and financials relative to S&P 500, as well as finding value in...
2022 Q3 Crewe Capital Market Update
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 investing. He also cites gender bias as a topic of concern moving forward. “Younger clients want to be as...
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 most out of their portfolios. “Inflation and interest rates were the main obstacles in 2022, but next year people...
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 moving to a new state, people should be familiar with the differences in state income tax rules. Where some get surprised is...
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 how life insurance and qualified charitable distributions can serve as legal...
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 powerful solution for someone with a great business idea, but lacks access to start-up capital. “It allows them to...
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 faces as they become more hawkish. “They obviously don’t want to be too dovish and...
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 current inflationary pressures with Paul LaMonica in CNNBusiness.
Real Estate, Energy, & Real Wages Show Inflation Is Easing
Real estate and real wages are signaling to Louise Goudy Willmering that inflation is beginning to ease. Hear more of her thoughts on a recent show on TD Ameritrade.
The Unease You Feel Is the Fed Pushing Into a Recession
Louise Goudy, partner at Crewe Advisors, thinks equities fell on Tuesday in large part because of the house price numbers. "The data from Case-Shiller is from July and we’re almost in October. So what does it look like now? And if they’re going to continue to take...
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 publicly traded stock and cash generate fair market value income tax deductions,” said Don Evans,...
Stock Market Today: Dow Sinks 1,276 Points After Alarming CPI Report
The market sank today on news of the consumer price index. Hear Crewe Advisors CIO Dustin Thackeray's thoughts on what this means for the future of the market via Kiplinger,
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 Crewe Advisors, provides insights on how young people can smartly allocate the extra cash that...
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 optimize revenue, and quality of earnings given the constraints of a firm’s business model. The second post then...
2022 Q2 Crewe Capital Market Update
Stock Market’s Worst Month Gets Even More Dicey With Hawkish Fed
Wall Street is on edge as it heads into a dangerous final few months of 2022 with the Federal Reserve set to keep raising interest rates and the calendar flipping to September, historically the weakest month of the year for stocks.
Does Your Client Need Emergency Cash? Here Are Some Options
Ben Mattlin at Financial Advisor gathers insight from Jason Miller, partner at Crewe Advisors, on options that are available when a client needs emergency cash. Miller explains a reverse mortgage may be appropriate for those in the decumulation stage of retirement...
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 of the S&P 500's 2.1% gain.
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