PCE Investment Bankers | M&A | ESOP | Valuation

ESOP-owned companies often hesitate to pursue acquisitions—worried about repurchase obligations, integration issues, or overleveraging. But with the right planning, they’re often the best positioned buyers: ? Strong cash flow from tax savings ? Preferred by sellers due to cultural fit ? Ability to structure creative, win-win deals The key? A disciplined strategy that balances growth with stewardship. Here’s how to make it work: https://hubs.ly/Q03dFMrx0 #ESOP #EmployeeOwnership #StrategicGrowth #MergersAndAcquisitions #MiddleMarket

Goodwill is more than a line item—it reflects your brand, your relationships, and your reputation. But outdated practices for managing it can drain your time and resources. Fortunately, private companies have access to a simpler, more cost-effective approach: amortizing goodwill over time instead of annual impairment testing. Explore what this means for your financial clarity and how it can support smarter growth. ?? Learn more: https://hubs.ly/Q03dwTzt0 #InvestmentBanking #BusinessValuation #GoodwillAccounting #PrivateCompanies #StrategicFinance

A valuation gap can stall negotiations, causing deals to drag on or fall apart. Buyers worry about risk, while sellers focus on their company’s potential. The solution? Using competitive processes, structuring flexible deals, and aligning expectations early. With the right approach, both sides can get what they need. ?? Explore strategies to bridge valuation gaps: https://hubs.ly/Q03bNnnv0 #MergersAndAcquisitions #InvestmentBanking #BusinessValuation #DealStructuring #ExitStrategy

Struggling to get buyers to the closing table? It might be your financials. Buyers want to see accurate, organized statements. If your financials are incomplete or messy, they’ll hesitate to move forward. The solution? Clean up your financials before you go to market. Accurate numbers equals confident buyers equals smoother deals. Want to learn how to get your financials deal-ready? Read more here: https://hubs.ly/Q035s5C60 #BusinessFinancials #ExitPlanning #SellSideAdvisory #InvestmentBanking #MiddleMarketBusiness

Are you overestimating—or underestimating—your company’s value? Many business owners have a number in mind, but without a professional valuation, it’s just a guess. Understanding your company’s true worth is essential for making informed decisions about growth, succession, and M&A. ?? Get the insider’s guide to business valuation and take control of your company’s future: https://hubs.ly/Q03bYGFL0 What questions do you have about business valuation? Drop them in the comments! #BusinessValuation #MergersAndAcquisitions #SuccessionPlanning #BusinessGrowth #Entrepreneurship

The valuation gap is one of the biggest challenges in M&A. Buyers aim to minimize risk, while sellers want to maximize price. But deals don’t have to fall apart over price differences. Aligning valuation methods, structuring earnouts, or leveraging rollover equity can help bridge the gap and move deals forward. Understanding what drives valuation differences is key to reaching a successful agreement. ?? Read how to close the valuation gap: https://hubs.ly/Q03bNnnv0 #MergersAndAcquisitions #InvestmentBanking #ExitPlanning #BusinessValuation #DealMaking

Selling your business is one of the biggest financial decisions you'll make. While traditional M&A offers a clear path, an Employee Stock Ownership Plan (ESOP) provides unique advantages: liquidity, tax benefits, and business continuity. An ESOP allows you to monetize your business while rewarding employees with ownership, ensuring long-term stability. But is it the right path for you? Before making a decision, an ESOP feasibility study is key to evaluating if this structure aligns with your financial and legacy goals. ?? Explore how an ESOP can maximize your exit strategy: https://hubs.ly/Q03bNpKH0 #MergersAndAcquisitions #ESOP #ExitPlanning #InvestmentBanking #BusinessOwners

Your ESOP is thriving at 10 years. Then, retirements stack up. Suddenly, cash flow is tight. This can happen when companies underestimate repurchase obligations. Fortunately, smart planning helps to prevent financial strain. Learn more in our blog: https://hubs.ly/Q03bVHgC0 #ESOPs #BusinessStrategy #MergersAndAcquisitions #CompanyGrowth #Finance

So you’ve just granted stock options to your employees. Exciting, right? But months later, your CFO calls with bad news—because you didn’t get a 409A valuation, your team might face unexpected tax penalties. Or maybe you just acquired a business and are celebrating the deal—until your accountant reminds you that ASC 805 requires a purchase price allocation within a year. Or perhaps you’re planning to sell your business, only to find out it’s worth far less than expected. Business valuations are often overlooked—but in these situations, they’re not optional. Learn more about this topic in our blog: https://hubs.ly/Q036CmDn0 #BusinessValuation #Finance #PrivateEquity #ESOP #MergersAndAcquisitions

Last week, PCE brought together fellow dealmakers in NYC for an evening of great conversations and valuable connections. A big thank you to everyone who joined us—we appreciate the opportunity to connect and collaborate. Looking forward to the next one! #InvestmentBanking #MergersAndAcquisitions #Networking #Dealmakers #NYC