- 64
- 21 745
PCE Investment Bankers - M&A | ESOP | Valuation
United States
Приєднався 23 кві 2014
Our experienced team provides middle market business owners with award-winning investment banking, valuation, advisory and ESOP services. Since 1997, PCE has offered clients the sophistication of a full-service firm with the individualized attention of a boutique firm.
Advisory services include:
● M&A (mergers & acquisitions)
● Growth Capital - Equity & Debt
● Business Valuation
● ESOP (Employee Stock Ownership Plans)
● Financial & Management Consulting
● MBO (management buy outs)
● Bankruptcy
● Restructuring
● Fairness and Solvency Opinion
● Management Consulting
● Exit Planning
● Strategic Analysis
● Litigation Support
Experienced in all market sectors.
Advisory services include:
● M&A (mergers & acquisitions)
● Growth Capital - Equity & Debt
● Business Valuation
● ESOP (Employee Stock Ownership Plans)
● Financial & Management Consulting
● MBO (management buy outs)
● Bankruptcy
● Restructuring
● Fairness and Solvency Opinion
● Management Consulting
● Exit Planning
● Strategic Analysis
● Litigation Support
Experienced in all market sectors.
Maximize Company Value: The Impact of Engaged Employees on Profit & Growth
Want to increase your company's valuation? It starts with your employees. In this video, we discuss how employee engagement drives financial performance, reduces operational risks, and strengthens your brand's reputation.
Discover how engaged employees increase profitability, boost customer satisfaction, and fuel innovation. If you're planning for an ESOP, M&A, or looking to raise capital, this video is a must-watch for business leaders and executives. Turn employee engagement into your company's competitive edge and drive higher valuations.
📈 Ready to unlock hidden value in your company? Don't forget to like, comment, and subscribe for more expert insights on valuation, M&A, and ESOP strategies. 🔔 Hit the notification bell so you never miss a video!
#BusinessValuation #EmployeeEngagement #CompanyGrowth
Learn more about this topic: bit.ly/employee-engagement-and-your-business-value
Contact us: bit.ly/PaulVogt
Visit PCEs Valuation University: ua-cam.com/play/PLeCr7_FWVaHlfLnWaMfI-YkdWiPG_2AYl.html
Timestamps:
0:00 - Introduction: Why Employee Engagement Matters
0:18 - Understanding the Valuation Process
0:30 - How Engagement Impacts Financial Performance
1:17 - Reducing Risk Through Employee Engagement
2:00 - The Role of Intangible Assets in Valuation
2:32 - Conclusion: Why Engagement Drives Company Value
Discover how engaged employees increase profitability, boost customer satisfaction, and fuel innovation. If you're planning for an ESOP, M&A, or looking to raise capital, this video is a must-watch for business leaders and executives. Turn employee engagement into your company's competitive edge and drive higher valuations.
📈 Ready to unlock hidden value in your company? Don't forget to like, comment, and subscribe for more expert insights on valuation, M&A, and ESOP strategies. 🔔 Hit the notification bell so you never miss a video!
#BusinessValuation #EmployeeEngagement #CompanyGrowth
Learn more about this topic: bit.ly/employee-engagement-and-your-business-value
Contact us: bit.ly/PaulVogt
Visit PCEs Valuation University: ua-cam.com/play/PLeCr7_FWVaHlfLnWaMfI-YkdWiPG_2AYl.html
Timestamps:
0:00 - Introduction: Why Employee Engagement Matters
0:18 - Understanding the Valuation Process
0:30 - How Engagement Impacts Financial Performance
1:17 - Reducing Risk Through Employee Engagement
2:00 - The Role of Intangible Assets in Valuation
2:32 - Conclusion: Why Engagement Drives Company Value
Переглядів: 50
Відео
How to Finance an ESOP Transaction: Your Options and Considerations
Переглядів 100Місяць тому
In this video, we dive into the essentials of financing an Employee Stock Ownership Plan (ESOP) transaction. Learn about the three primary financing options-bank, mezzanine, and seller financing-and how each can impact your company's liquidity, debt repayment strategy, and choice of capital partner. We explain why selecting the right financial partner is key to maintaining cash flow and support...
How to Use Acquisitions to Fast-Track Business Growth
Переглядів 1192 місяці тому
If you're a business owner or finance executive looking to accelerate your company's growth, acquisitions might be the perfect strategy. While organic growth is vital, acquisitions can offer a faster path to new markets, customers, and increased profitability. In this video, we’ll walk through how to strategically approach acquisitions-from defining your acquisition strategy to identifying targ...
How to Choose the Best Private Equity Firm for Your Business
Переглядів 1763 місяці тому
Partnering with a private equity firm could be the strategic move your business needs to reach new heights. But how do you find the perfect match for your company? In this video, we dive into the key factors to consider when searching for the right PE firm. We cover everything from assessing a firm's industry strengths and understanding the importance of fund size, to navigating the differences...
2025 Tax Changes: Understanding the Lifetime Exemption and GST Sunsetting Provision
Переглядів 983 місяці тому
In this video, we’re diving into a crucial topic for estate planning: the sunsetting provisions of the Lifetime Exemption and Generation Skipping Transfer (GST) Tax. What You'll Learn: • Lifetime Exemption: How the current $13.61 million exemption per individual (or $27 million for couples) allows you to transfer assets without facing federal estate or gift taxes-and how this may change after 2...
Strategies to Mitigate Risk When Selling Your Company
Переглядів 674 місяці тому
Selling your business can be a daunting task, but with the right strategies, you can mitigate the risks and achieve a successful outcome. In this video, we'll discuss 7 key steps to help you navigate the process and secure the best possible outcome. Topics covered: Proper Valuation: Setting the Stage for Success Thorough Due Diligence: Preventing Pitfalls Confidentiality Agreements: Protecting ...
Sustaining Success: Navigating Your ESOP's Middle Years
Переглядів 914 місяці тому
Your ESOP is now five years old, and you've built a strong foundation. But how do you sustain and grow your employee-owned company? This video explores key strategies for ESOPs entering their second phase. Learn how to maintain employee engagement, optimize cash flow, and consider strategic growth opportunities like refinancing, second-stage transactions, and acquisitions. Discover the steps to...
Welcome to PCEs Valuation University
Переглядів 435 місяців тому
This Valuation University is your go-to resource for understanding the complexities of business valuation. Learn about key valuation methodologies, financial reporting considerations, ESOPs, and more. Visit our website: www.pcecompanies.com/ Contact our team: www.pcecompanies.com/contact Follow us on LinkedIn: www.linkedin.com/company/119402 #businessvaluation #valuation #businessfinance #finan...
Navigating Leadership Challenges in Selling Your Business
Переглядів 575 місяців тому
Selling your business is a complex journey filled with emotional and operational challenges. This video provides valuable insights and strategies to help business owners navigate the process successfully. Learn how to manage emotions, make strategic decisions, and overcome common hurdles to achieve a successful sale. Discover the importance of leadership, communication, and expert guidance in m...
Setting Up for Success: The ESOP’s First Five Years
Переглядів 1445 місяців тому
If your company recently transitioned to an Employee Stock Ownership Plan (ESOP), congratulations! You've taken a significant step by empowering your employees as beneficial owners. In this video, we discuss the crucial issues that new ESOPs should address within the first five years to ensure a successful start. Topics Covered: 1. Educating Employees 2. Ensuring Financial Reporting Compliance ...
Who Looks at Your Financial Projections? Top 3 Key Players Explained
Переглядів 726 місяців тому
In this video, we delve into the top three groups of people who scrutinize your company's financial projections. Understanding who these key players are and what they look for can significantly impact your business's financial strategy and growth. Here's a breakdown of what we'll cover: 1. Bankers: Discover why bankers are keenly interested in your cash flow projections and how these forecasts ...
Selling Your Business: Key Strategies for Involving Employees
Переглядів 1456 місяців тому
Selling a business is a complex process, and deciding who to involve from your team is a crucial step. This video explores the factors to consider when building your deal team, including the finance function (bookkeeper, controller, CFO), sales & marketing leaders, and operations managers. We discuss the potential benefits of their involvement in accelerating due diligence, conveying your compa...
ESOP Financial Forecasts - Why They’re Important
Переглядів 1397 місяців тому
This video explores the crucial role of financial forecasts in navigating Employee Stock Ownership Plan (ESOP) transactions. We break down the difference between forecasts and projections, highlight the importance of forecasts for ESOP governance and structuring, and provide best practices for crafting a strong financial forecast. In this video, you'll learn: •The key differences between financ...
M&A Tax Structures: F-Reorganizations vs. 338(h)(10) Elections
Переглядів 9647 місяців тому
Confused by M&A tax structures? PCE Investment Bankers break down F-reorganizations and 338(h)(10) elections: Tax Advantages for Buyers & Sellers: Optimize your M&A deal structure for potential tax savings. Step-Up in Basis: Understand how to reduce future taxes on acquired assets. Equity Rollovers: Maintain ownership and defer capital gains with flexible structures. F-Reorganization Benefits: ...
5 Factors to Consider Before Selling to an ESOP
Переглядів 2398 місяців тому
This video breaks down the essential factors to consider when determining if an ESOP is the right strategic move for your business. Learn about company size, earnings stability, management strength, risk assessment, and long-term growth potential, and understand how these elements influence the success of an ESOP. What You Will Learn: Company Size: Importance of size and EBITDA in determining s...
When to Sell Your Business: Timing Your Exit for Maximum Impact
Переглядів 808 місяців тому
When to Sell Your Business: Timing Your Exit for Maximum Impact
Understanding the Risks and Rewards of an Equity Rollover
Переглядів 93511 місяців тому
Understanding the Risks and Rewards of an Equity Rollover
Why You Need a Preliminary M&A Valuation
Переглядів 220Рік тому
Why You Need a Preliminary M&A Valuation
Wealth Transfer: Understanding Gift, Estate, and GST Taxes
Переглядів 117Рік тому
Wealth Transfer: Understanding Gift, Estate, and GST Taxes
Sell Your Business for Top Dollar: The Power of a Sell-Side Quality of Earnings Report
Переглядів 160Рік тому
Sell Your Business for Top Dollar: The Power of a Sell-Side Quality of Earnings Report
Deferring Capital Gains Taxes: The Role of Qualified Replacement Property in ESOP Deals
Переглядів 215Рік тому
Deferring Capital Gains Taxes: The Role of Qualified Replacement Property in ESOP Deals
ESOP Projection Pitfalls: Case Study Insights
Переглядів 209Рік тому
ESOP Projection Pitfalls: Case Study Insights
Why Businesses Fail to Sell: Key Factors Explained
Переглядів 130Рік тому
Why Businesses Fail to Sell: Key Factors Explained
ESOP Tax Structures: C Corp vs. S Corp - Weighing Shareholder Benefit vs. Company
Переглядів 613Рік тому
ESOP Tax Structures: C Corp vs. S Corp - Weighing Shareholder Benefit vs. Company
Maximizing Your Share of Synergy Value in an M&A Transaction
Переглядів 140Рік тому
Maximizing Your Share of Synergy Value in an M&A Transaction
Demystifying ASC 805: Understanding Valuations in Business Combinations
Переглядів 486Рік тому
Demystifying ASC 805: Understanding Valuations in Business Combinations
The ESOP Transaction Process from Start to Finish
Переглядів 470Рік тому
The ESOP Transaction Process from Start to Finish
Getting the Most Out of a Management Meeting
Переглядів 91Рік тому
Getting the Most Out of a Management Meeting
Why You Need an Investment Banker When Selling Your Company
Переглядів 219Рік тому
Why You Need an Investment Banker When Selling Your Company
And you guys make a LOT of money. I’ve been there.
This was excellent!
Thanks for the comment! If you have any other questions, please don't hesitate to reach out. www.pcecompanies.com/contact-us
Interested in learning how to build out a 13-week cash flow that was mentioned in this video? View the details here: bit.ly/13-week-cash-flow
Learn more: bit.ly/cost-to-sell-my-business Contact us: bit.ly/joe-anto
Learn more about the cases discussed in this video: Rembar: www.dol.gov/sites/dolgov/files/legacy-files/newsroom/newsreleases/EBSA20171331a_0.pdf SJP: www.dol.gov/newsroom/releases/ebsa/ebsa20170417 Constellis: casetext.com/case/brundle-ex-rel-constellis-emp-stock-ownership-plan-v-wilmington-trust-na-1
Are you referring to an existing business or a new business? I would think the decision to sell to and ESOP is generally done for a pre-existing business . . .
The video refers to businesses contemplating an ESOP installation. The decision to form an ESOP is made for many reasons, including tax purposes. We detail the many ESOP benefits in our ebook: ESOPs: The Swiss Army Knife of Liquidity Strategies (www.pcecompanies.com/resources/esops-the-swiss-army-knife-of-liquidity-strategies). You can view all of our resources at www.pcecompanies.com/resources.
Good stuff. Always wondered how AR -AP-liability worked Now I know
Thanks, Bill. Glad this was helpful.