The Magnificent-7 stocks have been leading the charge of the current bull market that started on October 12, 2022. They are all in the Nasdaq 100, which is up 117.9% so far since the start of the bull market, beating all the other major US stock market indexes (chart)| Yardeni QuickTakes
In the late spring of 2015, Brooks Hamner and I were having lunch and started talking about creating a blog to explore what we were seeing regarding valuation and advisory projects in the RIA space. The big question was not whether we could start it, but whether we could keep it going. Most blogs start strong for a few months and then kind of fade out. When we got back from lunch, I pulled up a Word doc and Brooks and I started brainstorming topics. In a few minutes, we had several dozen idea...| Mercer Capital
As directors of private family businesses, you’re no strangers to the delicate balance of maintaining harmony among shareholders while safeguarding the company’s long-term stability. In this week's post, we dive into a related but often overlooked tool: buy-sell agreements. These agreements act as a safety net, ensuring smooth transitions when life throws curveballs, such as a shareholder’s departure, death, or divorce.| Mercer Capital
In the investment management world, evaluating a firm’s margin isn’t as simple as “more is better.” For RIAs, margin reflects efficiency, but it also reflects the firm’s tradeoffs with compensation.| Mercer Capital
This article dissects the Surge AI and Scale AI deals to explain the difference between traditional metrics and strategic value. Essential reading for AI founders and investors navigating fundraising.| Equidam
Are rising tax burdens and complex depreciation rules crushing your business cash flow? The One […] The post How the One Big Beautiful Bill Act Transforms Your Business Cash Flow and Valuation in 2025 appeared first on HBK.| HBK
Relying on comps makes VCs miss outliers. Use first‑principles valuation and multi‑method triangulation to improve returns and back innovation.| Equidam
In the ever-evolving wealth management sector, we see RIAs exploring ways to bolster their competitive edge, long-term sustainability, margin, and valuation. An increasingly common strategy involves integrating family office services, which extend core asset management to include comprehensive tax optimization, estate planning, philanthropy coordination, and lifestyle management. This often manifests as a multi-family office (MFO) model, serving multiple ultra-high-net-worth (UHNW) clients un...| Mercer Capital
What’s the best way to get seed-stage startup valuations? It’s a difficult question, and one with many answers. This post will provide a guide to 3 different types of valuation... The post 3 Methods for Seed-Stage Startup Valuations appeared first on Valor Ventures.| Valor Ventures
The post Why Startup Valuations Change Around the World appeared first on Equidam.| Equidam
Enabling AI assistants to access enterprise-grade startup valuation tools through the Model Context Protocol standard August 8, 2025 — Today […] The post Equidam Launches MCP Server: Professional Startup Valuation Now Available to Any AI System appeared first on Equidam.| Equidam
Raising venture capital is notoriously difficult, especially for early-stage startups. Even in boom times, the odds of securing investment are […] The post How a Startup Valuation Can Boost Your Fundraising Success appeared first on Equidam.| Equidam
The post The Logic of the VC Method for Startup Valuation appeared first on Equidam.| Equidam
How to properly value gaming companies in an industry where hits can generate 100x returns but 90% of games fail […] The post Gaming Studio Valuation: The Complete Guide for 2025 appeared first on Equidam.| Equidam
The post Practical Valaution Frameworks for Emerging Managers appeared first on Equidam.| Equidam
Explore the rise of AI agents in 2025, transforming workflows and valuation methods. AI funding, automation, agent economy| Equidam
Learn how timing, pricing, and alternative listing strategies impact long-term IPO success, and why chasing the IPO pop can hurt founders, employees, and investors.| Equidam
AI or appraiser for business valuation? Discover when tech suffices and when expert judgment is vital for accurate, defensible results.| HBK
We explore why internal succession remains a compelling strategy for RIAs despite lower valuations.| Mercer Capital
The Multiple Method: A New Tool for Investor Flexibility | Equidam| Equidam
In our latest webinar, Matt Crow and Brooks Hamner guide you through succession planning, ensuring your firm’s legacy thrives while maximizing its value.| Mercer Capital
Tax documentation is key in divorce. Learn how it supports fair settlements, income verification, and protects your financial future during this transition.| HBK
Trump's victory dealt the final blow to the Green Energy sector at the end of last year. In Q4 2024 the median EV/Revenue multiple was 5.7x. The post Green Energy & Renewables: 2025 Valuation Multiples appeared first on Finerva.| Finerva
Inflationary pressures and supply chain crises through the last few years brought multiples down well below pre-pandemic levels.| Finerva
The collector market is more than just sports cars. Here are six of the most valuable vintage off-roaders from the '60s though the '90s.| Hagerty Media
One of the most critical aspects of SaaS financial management is having clear and distinct revenue streams. A well-structured SaaS P&L provides fundamental data for analyzing margins, operational efficiency, and business health. However, many SaaS companies do a poor job of clearly defining their revenue streams. This has major impacts on how you manage your […] The post The SaaS Revenue Hierarchy: Why Defining Your Revenue Streams Matter appeared first on The SaaS CFO.| The SaaS CFO
While Q4 2023 hinted at of an upwards tilt, multiples have since stalled: the median revenue multiple for EdTech companies was 1.6x in Q4 2024. The post EdTech: 2025 Valuation Multiples appeared first on Finerva.| Finerva
Price vs Value: The Momentum Trap in VC | Equidam| Equidam
Is Fundraising the Right Move for Your Startup? | Equidam| Equidam
A blog about markets, finance and all things money related.| aswathdamodaran.blogspot.com
SAFE Caps and Discounts: Setting the right terms for your round | Equidam| Equidam
Almost every week, I have a conversation with executives at B2B software companies who don’t see a bright-line distinction between software license revenue and customization/implementation revenue. Or why this distinction is essential to their investors. But when I do product due diligence for SaaS-focused PE/VC firms, it's| Rich Mironov's Product Bytes
Follow these principles for building aggressive, yet realistic financial projections for your startup when raising capital from investors.| Lighter Capital
The Hype Trap: Valuation for AI Startups | Equidam| Equidam
Beyond the Hype: Credible Valuation for AI Startups | Equidam| Equidam
