Private companies in the Tri-Valley collectively raised over $100 million in the third quarter of 2019. Eleven Tri-Valley companies were acquired during this time. The acquisition market was strong in both directions, with local companies making six acquisitions of their own.
When meeting with new clients, we often learn that they do not have a basic estate plan. While we are not estate planning attorneys, we feel strongly that having the key components in place is vital to our clients’ financial plan and family’s well-being.
Imagine a world where your mortgage lender is offering to pay you $3,500/year to take on a no interest $500,000 mortgage.
When it comes to valuing fast growing tech companies, venture capitalists seem to speak in their own foreign language. Traditional Wall Street terms like earnings per share, return on assets or discounted cash flows don’t even exist in their dictionary.