by Dan Sudit | Apr 6, 2022 | Crewe Advisors
A review of considerations to bring up with clients who are looking at lifetime generational asset transfers. Multigenerational financial planning and wealth transfer are rarely ever simple. Each client brings distinctive and varied considerations, so even...
by Michael Bennett | Jan 21, 2022 | Crewe Capital
In addition to the types of advisors and capital structures, it’s also key to understand the types of potential buyers in M&A. There are two main categories of buyers: strategic and financial. These buyers are very different, each having its own pros and...
by Dan Sudit | Dec 13, 2021 | Crewe Advisors
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, making Generation X the primary beneficiary. To address this, I like to think about this in two separate phases...
by Lance Lehnhof | Dec 9, 2021 | Crewe Capital
The first post in this blog series explained the different types of possible capital structures for M&A transactions. Once you’ve considered those options, the next question to ask is: “Who should you hire to facilitate and market the transaction?” As a business...
by Michael Bennett | Dec 6, 2021 | Crewe Capital
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 should ask before making a decision. First, you should determine what you are trying to accomplish in order to...
