Every few years the financial world rediscovers private equity and declares it the secret club where all the real money is made. It is a compelling narrative. The smartest firms buy small companies, ...

In today’s world, owning a home is more than just having a place to live; it’s an investment. But what truly makes this investment powerful is the ability to build equity. With rising property prices, ...

Our firm, FP Transitions, keeps a database on thousands of advisory firms, looking at data such as valuations. Our recent look into this data revealed a powerful truth: The most valuable firms are ...

Knowing your goals When I was appointed CEO of SignatureFD in 2020, more than 20 years after the firm was founded, one of my top priorities was to work with the board to modernize the existing equity ...

Business development companies (BDCs) are increasingly incorporating equity co-investments into their primary loan strategies as the private credit market develops. These equity investments, which ...

Homeownership is not only a cornerstone of the American dream but also a powerful tool for building generational wealth. But one often overlooked aspect of homeownership is the potential to leverage ...

For most people, a home isn’t just where they live — it’s one of their most powerful financial assets. As you make mortgage payments and your property’s value grows, you build home equity, or the ...

For many homeowners, their property is not just a place to live, but also a valuable financial asset. One way to tap into the wealth potential of your home is through a home equity loan. If you're one ...