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June 30, 2022

The Advantage of Strategic Planning in M&A Transactions

By Adam Burroughs

Huntington's Dan Griffith and Jim Altman, Loretta Benec (formerly with The ExOne Company), IPEG Industrial Group's John Erkert and McGuireWoods' Penny Zacharias on the power of strategic planning in M&A.

February 19, 2020

Kevin McPhillips: Taking an interest in employee ownership

While there's a level of unawareness of how employee stock ownership plans truly work, grassroots efforts and education are starting to pay off with business owners. Kevin McPhillips of the Pennsylvania Center for Employee Ownership explains how.

April 30, 2019

Life after selling your business will never be the same

Michael Krol, head of wealth advisory at Waldron Private Wealth, discusses post-sale changes that catch many business owners off guard.

November 20, 2018

Liquidity events aren’t just about money

After Arnie Burchianti sold a majority stake in Celtic Healthcare to Graham, he used the capital to supercharge his business. It grew from $30 million to more than $200 million in five years.

July 25, 2018

Two approaches to ownership change

Howard W. “Hoddy” Hanna III, chairman of Hanna Holdings Inc., has experienced ownership transfer amongst his family, and Audrey Dunning, senior vice president at CGI, facilitated the sale of the company she led. They share their perspectives on the process.