Triumvirate Industries, Inc., an international small aircraft engine manufacturing firm, is in its third generation of Barkley ownership. Currently, there are forty shareholders in the Company, some of which are trusts set up for the benefit of members of the youngest generation. Currently, there are ten members of the Barkley family that are involved … Continue reading Triumvirate Industries Case Study
SBA underwriting
The Flower Shoppe Case Study
John Doe is thirty-eight years old and an employee of a manufacturing firm, RM Corporation, where he has been employed for nearly twenty-years. Following the announcement of significant redundancies (including John) at RM Corporation, John Doe decided to put his entrepreneurial spirit to the test by buying a small business that would provide him and … Continue reading The Flower Shoppe Case Study
The Canteen Case Study
The Canteen is a local franchised restaurant and pub serving quality lunches at reasonable prices at ten area locations in the tri-city area. The franchise is well-known throughout the region and has a strong customer base, ranging from professionals on the go to retirees and local college students. The Canteen’s five area locations are organized … Continue reading The Canteen Case Study
Patriot Industries Case Study
Patriot Industries, an established textile manufacturer of embroidered golf shirts and hats, acquired Swamp Fox Industries in 1970. Swamp Fox Industries was a manufacturer of textile manufacturing equipment but also owned a manufacturer of drill bits and derricks for oil field service companies. Swamp Fox Industries continued to grow under the ownership of Patriot Industries … Continue reading Patriot Industries Case Study
Morpheus Aerospace Case Study
Closely held and family controlled businesses that excel at the seven factors that characterize successful wealth creating family enterprises, as discussed in Highland Global’s The Seven Deadly Sins of Business Valuation: Closely Held and Family Controlled Businesses, typically are able to lower the firm’s cost of capital as compared to those firms that have yet … Continue reading Morpheus Aerospace Case Study
Valuation Brief: Estate Tax Uncertainty
Uncertainty over the ultimate fate of the federal estate tax has lingered since passage of President Bush’s tax cuts in 2001. Under the current legislation, the estate tax is progressively reduced to zero by 2010 at which time the estate tax disappears—only to return the following year at the original 55% rate unless the Congress … Continue reading Valuation Brief: Estate Tax Uncertainty
Discount statistics Of Closed-End Funds Update For The 4th Quarter 2005
This valuation brief will update the Highland Global study, “Family Limited Partnerships: Discount Statistics of Closed-end Funds,” originally published in November 2005 for data relating to the third quarter. Please see the original article for more details regarding discount statistics of closed-end funds. Barron’s Closed-End Fund Data Each quarter, Barron’s Online (www.barrons.com) reports statistics on … Continue reading Discount statistics Of Closed-End Funds Update For The 4th Quarter 2005
State of the Economy 4th Quarter 2005
state-of-the-economy-4th-q-2005
Discount Statistics Of Closed-End Funds Update For The 3rd Quarter 2005
This valuation brief will update the Highland Global study, “Family Limited Partnerships: Discount Statistics of Closed-end Funds,” (originally published in November 2005) for data relating to the first quarter. Please see the original article for more details regarding discount statistics of closed-end funds. Barron’s Closed-End Fund Data Each quarter, Barron’s Online (www.barrons.com) reports statistics on … Continue reading Discount Statistics Of Closed-End Funds Update For The 3rd Quarter 2005
State Of The Economy 3rd Quarter 2005
Introduction Despite the devastating effects of Hurricanes Katrina and Rita in the Gulf states and initial signs of slowing during the first half of 2005, economic activity remained surprisingly firm in the third quarter with real gross domestic product (GDP) increasing by 3.8% during the quarter. This favourable growth follows a 3.3% increase in … Continue reading State Of The Economy 3rd Quarter 2005
Highland Global Business Valuations 