Trends and Perspectives

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

Our Latest Perspectives

Wednesday, October 8, 2025

Four Pre-Liquidity Considerations From the One Big Beautiful Bill Act

The passage of the One Big Beautiful Bill Act (OBBBA) has major implications for business owners and pre-liquidity planning.
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Wednesday, October 8, 2025

Risk: Understanding and Managing an Inevitable Part of Investing

Identifying the various types of risk that investors face can help you think strategically about how to manage risk in a way that aligns with your goals and objectives.
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Monday, October 6, 2025

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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Monday, October 6, 2025

The Great Wealth Transfer: Five Actionable Steps

With the Great Wealth Transfer on the horizon, there’s no greater moment than the present to take action on your financial future.
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Monday, October 6, 2025

The Quarterly Rx: Q3 2025 U.S. Biopharma Recap

Biopharma bounced back in the third quarter, powered by the year’s first rate cut, a steady run of big M&A, and a wave of positive clinical data, especially from the latest IPO class.
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Friday, October 3, 2025

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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Wednesday, September 24, 2025

Your Child Receives Birthday Money

How to turn gifts into financial lessons that pay a lifetime of dividends.
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Monday, September 22, 2025

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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Wednesday, September 17, 2025

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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Tuesday, September 16, 2025

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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