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Insights

Recent Insights

Article

May 27, 2026

Explore SBA PPP loan reviews and what they mean for borrowers and financial institutions, including key review focus areas and how to remain prepared.

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Article

October 30, 2025

Updated: December 12, 2025

Learn how to leverage personal goodwill in private equity transactions at every stage of a deal to create tax savings opportunities and enhance value.

Recurring Revenue Valuations

Video

June 18, 2025

Learn how recurring revenue valuations impact SaaS M&A deals. Explore KPIs, ARR metrics, and private equity strategies for tech sector investments.