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Trends and Perspectives

Stay up to date with our take on trends that matter most.

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Our Latest Perspectives

  • How Embedded Finance Drives Enterprise Value and Increases Multiples for SaaS Platforms

    Embedded finance continues to be a highly promising growth opportunity for software platforms looking to expand into multiproduct businesses that allow their customers to have an integrated user experience and consolidate vendors.

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  • 10 Questions to Ask Yourself Before Selling Your Business

    The most critical decisions about selling your business are the ones made well before any potential buyers have been contacted.

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  • Your Child Receives Birthday Money

    How to turn gifts into financial lessons that pay a lifetime of dividends.

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  • Estate Planning Checklist

    Estate planning is a method for determining how to distribute your property during your life and at your death. William Blair published an organizer to help facilitate the process.

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  • 529 Plan Account Rollovers to Roth IRAs

    529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.

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  • Business Owners Forum: Success Beyond Financials Post M&A

    Ryan DeVore, partner, head of Private Wealth Management, and Matt Zimmer, partner, global head of Investment Banking, provide observations, learnings, and ideas for business owners as they prepare for life post-transaction.

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  • Business Owners Forum: M&A Landscape

    Ryan DeVore, Head of Private Wealth Management and Matt Zimmer, Global Head of Investment Banking review the future of M&A, covering topics that include tariffs, interest rates, and regulatory oversight, as well as expectations for multiples and valuations.

    Watch the video

  • Planning Your Assets in Case of a Divorce

    These steps can help reduce financial risk and preserve your family’s wealth.

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  • Managing Risk Through Life’s Milestones

    Five steps to ensuring your life insurance continues to serve your needs.

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  • Managing Affairs After Losing a Loved One

    Experiencing the death of someone close to you—whether a spouse, longtime partner, or family member—can be difficult.

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See more of our perspectives

Spotlight on our Newest Partners

Tim Mulrooney, Group Head, Global Services Equity Research

Last year Tim Mulrooney cast a spotlight on "forever chemicals" (like PFAS) and how their use in many household items may be dramatically impacted. It's a topic that remains relevant today. And as newly appointed partner Tim outlines, the remediation and policy changes impacting the manufacturing industry's use of PFAS and similar chemicals is a topic that won’t go away anytime soon.

Listen to Tim's Latest Residential Services Podcast

Take a Look Back

From the archives, get our take on trends that matter, including friction-free real estate transactions, personalized medicine, brand intimacy, consumer-centric healthcare, and more.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures