Houlihan Capital
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Preparing for a Sale: What to Expect from a Sell-Side Advisor
28
Apr
Financial Advisory, Valuation

Preparing for a Sale: What to Expect from a Sell-Side Advisor

Framing the Decision to Sell  For many founder-owned businesses, a sale represents one of the most significant financial and strategic decisions an owner will make. It is often the culmination of years, if not decades, of effort, risk-taking, and reinvestment.  Despite its importance, most founders go through the process only once. Unlike…
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Cannabis Rescheduling Is Here. What It Means for Business Valuations.
27
Apr
Cannabis, Valuation

Cannabis Rescheduling Is Here. What It Means for Business Valuations.

On April 22, 2026, the Acting Attorney General issued a final order reclassifying FDA-approved marijuana products and state-licensed medical marijuana from Schedule I to Schedule III under the Controlled Substances Act. A formal DEA hearing on broader cannabis rescheduling is scheduled to begin June 29, 2026.  This is the most…
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409A Valuations: Strategic Considerations for Private Company Equity Compensation
24
Apr
Valuation

409A Valuations: Strategic Considerations for Private Company Equity Compensation

The Growing Importance of Equity Compensation Discipline  For many private companies, 409A valuations are treated as a compliance requirement, completed to support option grants and satisfy regulatory expectations. However, when the process is approached as a periodic checkbox rather than a strategic input, it can introduce avoidable friction across the…
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Portfolio Valuation Under ASC 820: A Practical Framework for Fund Managers
23
Apr
101 Guides, Valuation

Portfolio Valuation Under ASC 820: A Practical Framework for Fund Managers

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Valuing Carried Interest for Trust and Estate Planning: A Strategic Overview
14
Apr
101 Guides, Valuation

Valuing Carried Interest for Trust and Estate Planning: A Strategic Overview

Few assets present as many valuation challenges in the context of estate and gift planning as carried interest. The value of carried interest is contingent on future fund performance, is governed by complex waterfall mechanics, and is usually very illiquid. These characteristics make it both difficult to value and, in some cases,…
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Recent Posts

  • Preparing for a Sale: What to Expect from a Sell-Side Advisor
  • Cannabis Rescheduling Is Here. What It Means for Business Valuations.
  • 409A Valuations: Strategic Considerations for Private Company Equity Compensation
  • Portfolio Valuation Under ASC 820: A Practical Framework for Fund Managers
  • Valuing Carried Interest for Trust and Estate Planning: A Strategic Overview

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200 W. Madison Street, Suite 2150
Chicago, IL 60606

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2400 Superior Ave E, 1st Floor
Cleveland, OH 44114

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info@houlihancapital.com
(312) 450-8600

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