Thinking about Gift & Estate Tax Planning? Here’s what you should know.
Many people are wondering how the tax code will be impacted and if there are estate planning actions they can take before the end of the year. Exemptions may decrease. The current estate gift tax exemption is $11.58 million, which is effective for five (5) years and will revert in 2026 to its sunset amount […]
Industry Updates are Available for Q3 2020
Houlihan Capital provides Quarterly Updates on the following industries as of September 30, 2020. Information includes valuation metrics, performance data and M&A activity. Click on the following links below to access reports for the following industries: Aerospace, Defense & Government Asset Management Banking Building Products Business Services Cannabis Consumer Products Containers, Packaging and Paper Products […]
Valuation Methodologies & Challenges Webinar
Paul Clark, Head of Valuation at Houlihan Capital, recently joined Ultimus Fund Solutions, ACA Compliance Group and Cohen & Co. for a virtual discussion on key valuation practices for Registered Investment Companies. Topics covered in the webinar include: Perspectives from compliance, accounting, and valuation experts Valuation overview, including new Rule 2a-5, accounting guidance, and methodologies […]
Transaction Announcement – F.H. Ayer Manufacturing Company
August 2020 F. H. Ayer Manufacturing Company Sale to Big Shoulders Capital Sector: Industrial Services Houlihan Capital acted as exclusive financial advisor on the sale of F. H. Ayer Manufacturing Company, a quality rebuilder and re-conditioner of rotating equipment, to Northbrook, Illinois-based Big Shoulders Capital. Headquartered in Chicago Heights, F. H. Ayer specialized in industrial […]
Demystifying Valuation Webinar
Andrew Smith, CPA/ABV, President of Houlihan Capital, recently joined Sudrania Fund Services, Hedgeweek, Marcum, LLP and Albourne Partners for an an interactive and engaging discussion on Demystifying Valuation – how next gen tools, methodologies and technology are creating alpha. For those who did not have a chance to join the webinar, a video recording link […]