If your buyer is backed by private equity, there is a growing chance you are not being acquired as a new platform. You are being acquired as an add-on to one the firm already owns. That single fact changes what the offer on the table actually means. Add-on acquisitions have quietly become the dominant way…
Signing the letter of intent feels like crossing the finish line. It is not. It is the starting gun. And the scrutiny waiting on the other side is heavier than ever. A study from Bayes Business School and SS&C Intralinks looked at more than 900 global deals and found that average pre-announcement due diligence has…
A headline this week declared that mid market deal activity continues to plummet. It is a strong word. Then you read the numbers underneath it and a different picture appears. Through the first five months of this year the total value of these deals is up. The average deal size is up. The thing that…
Are you anticipating a Sudden Wealth windfall? Robert was recently featured on the CFP® website with advice on financially managing sudden wealth, whether from an inheritance, business sale, lawsuit settlement, or stock options. See an excerpt from his article below, and read the full article on the CFP® website. As much as you might like…
Robert Pagliarini Provides Sudden Wealth Advice to $516M Lottery Winner on USA Today Network Podcast
Win half a billion overnight? Now what? Robert Pagliarini was featured on a USA Today Network podcast, where he offers advice on protecting newly acquired sudden wealth — a $516 Million windfall! — to a recent lottery winner. Watch the full podcast below or on From the Newsroom: Suburban Philadelphia Podcast.
Robert Pagliarini was interviewed by CNN Business for a financial column regarding cryptocurrency (Bitcoin) consulting. You can read the full article here titled “Want to invest in cryptocurrency? There’s a consultant for that.” Robert made it clear that he does not make recommendations for what cryptocurrencies to invest in; only that he works with those…
Many people who become responsible for a great deal of money overnight feel overwhelmed by the financial, legal, and tax decisions they face, confused as to what they should do, and a deep weight because of their new responsibility. They feel unprepared for the job and are unsure of who to trust. Many sudden wealth…