SEC 2025 Examination Priorities: Comprehensive Guidance for Private Fund Managers
The U.S. Securities and Exchange Commission (SEC) has released its 2025 Examination Priorities, emphasizing key compliance areas for private fund managers. Accurate and independent valuations, fee transparency, and conflict disclosures remain central to protecting investors and ensuring fiduciary compliance. This document integrates unique insights from previous guidelines and emerging regulatory expectations. Valuation of Illiquid and […]
Post-Sale Planning: Ensuring a Smooth Transition and Financial Security
Selling your MedSpa or wellness business is a significant milestone—one that often comes with a mix of excitement, relief, and uncertainty. While much focus is placed on preparing a business for sale and securing the best deal, what happens after the transaction is equally important. Proper post-sale planning ensures not only a smooth transition but […]
Valuation Insights: Addressing Challenges in the Evolving Crypto Landscape
This video, recorded by DwellFi at the 2024 CoinAlts Fund Symposium, features a comprehensive discussion led by Houlihan Capital’s very own Monica Blocker, Director of Business Development, and Joe Brennan, Senior Vice President of Valuation, who are experts on the complexities of crypto valuation. The video explores regulatory ambiguity, locked token valuation, and strategies for […]
Unlocking the QSBS Advantage: A Founder’s Guide to Tax-Free Gains and Legacy Planning
What is QSBS? QSBS refers to shares in a Qualified Small Business (QSB) that meet specific requirements set by the IRS. These shares must be issued by a U.S. C-corporation with assets of $50 million or less at issuance and held for at least five years. QSBS allows for significant tax savings by potentially excluding […]
Quarterly Industry Report Updates are Available for Q3 2024
Houlihan Capital provides quarterly updates for the following industries as of September 30, 2024. Information includes valuation metrics, performance data and M&A activity. Click on the links below to access reports: Aerospace, Defense & Government Asset Management Banking Building Products Business Development Companies Business Services Cannabis Chemicals Consumer Products Containers, Packaging and Paper Products Cryptoassets […]