Evergreen Advisors

Last week, Patrick Lowry, Director of Evergreen's Business Valuation team, had the opportunity to speak with Professor Dennis Starliper’s Finance 450 – Business Valuation class at Stevenson University. The class sparked a lively discussion on intrinsic versus strategic value, the importance of valuation firm independence, essential skills for analysts, and even a few litigation war stories. It’s always rewarding to connect with the next generation of finance professionals! Thank you to Professor Starliper and the students for the engaging conversation. #BusinessValuation #EvergreenAdvisors

We’re excited to share our Annual 2024 Industry Market Report, offering in-depth insights into the Aerospace, Defense, and Government Services (ADG) sector! This report provides valuable perspectives on M&A trends, economic dynamics, market drivers, and what’s ahead for 2025 in the ADG space. ?? Download the full report today! https://lnkd.in/eSKy6a9V

Shelley J. Lombardo, Patrick Lowry, and Patrick Guthrie, CFA had a great time attending the 11th Annual Maryland XPX - Exit Planning Exchange Power Networking Event last week. A big thank you to everyone who helped make it such a success and to all who came out to participate. We look forward to continuing the conversation and building on these connections! #Networking #ExitPlanning #MarylandXPX

Evergreen’s Patrick Guthrie, CFA recently had the pleasure of speaking on a panel with Melissa Wiley and Amanda Abell at the Howard County Estate Planning Council. The discussion covered key strategies for identifying and minimizing audit risks in the estate planning process—an essential topic in today’s regulatory landscape. A big thank you to Meghan McCulloch and Christopher Walter for organizing such a valuable event! #EstatePlanning #Valuation

Is Your Business Ready to Scale—But Hitting Financial Roadblocks? Growing a business is exciting, but without strong financial leadership, it can quickly become overwhelming. If you're experiencing… ? Cash flow challenges ? Unclear financial forecasts ? Difficulty securing funding ? Lack of strategic financial insights ? Increasing complexity as you grow … it might be time to bring in an outsourced CFO. Discover the 5 key signs that your business could benefit from expert financial guidance in our latest article. ?? Read more: https://lnkd.in/en673FUn

??Evergreen’s Outsourced CFO Entrepreneur Spotlight ?? Meet Jason Kaplan, the visionary CEO behind SixMap, Inc., a leader in the cybersecurity space. In this edition of our Outsourced CFO Entrepreneur Spotlight, Jason shares how he’s helping SixMap scale successfully while navigating the challenges of a growing tech company. From strategic financial decisions to fostering a thriving entrepreneurial spirit, Jason’s insights are invaluable for any growing business. ?? Read the full story: https://lnkd.in/dPVvCwBP

Maryland residents, are you prepared for the proposed changes to the state's estate tax laws? Evergreen’s Patrick Guthrie, CFA discusses the implications and the importance of proactive estate planning in his latest article. Read it here:?https://lnkd.in/ektxPpcy?

The competition was fierce (and delicious) at our annual Chili Cookoff! ?? Our team brought their A-game, but there could only be one winner… Congrats to Jacob DiMattia, who took home the trophy for Best Voted Chili! ?? Here’s to many more office events that bring our team closer together!

Ready to Make an Impact? Join Our Team! At Evergreen Advisors, we don’t just hire employees—we invest in people. Our team is our greatest strength, and we’re searching for driven, innovative, and positive individuals to help us shape the future. ?? We’re currently hiring for the following roles: ?? Associate/Analyst - Business Valuation ?? Analyst - Site Selection ?? Financial Analyst - Site Selection ?? Executive Assistant/Office Manager ?? Why Evergreen? ?? Work where your contributions are valued ?? Collaborate with a team of motivated professionals ?? Build a career that truly matters Explore our open positions and start your journey with us today: https://lnkd.in/ejv8TYgM

Accurate financial reporting is more than just numbers on a page—it’s the foundation for companies to comply with complex financial reporting and accounting standards. ?? Swipe through the post below for 5 key benefits of financial reporting and see why having a trusted partner makes all the difference! Ready to connect? Reach out to the Evergreen Advisors Business Valuation team today to learn more: https://lnkd.in/etm4_ccU