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To ensure you are on the right track when buying and maximizing valuations when selling, it is important to minimize mistakes during the due diligence and direct investment process. As a part of that process, there are ten top ways that can help maximize value, including exercising discipline when reviewing a target’s commercial, operational and financial aspects.

Millennials have surpassed the Baby Boomers as the nation’s largest demographic segment. And with more than $30 trillion passing to them through inheritance over the next 30 years, Millennial investors are determined to make an impact and use their wealth to reshape not just markets, but the world.

It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back, and to make an even bigger impact. In the 2018 U.S. Trust Insights on Wealth and Worth® survey, the results revealed that only half of high-net-worth individuals have a plan to optimize the opportunities their wealth provides.

1031 Exchange, commonly known as like-kind exchange, can be a smart tax strategy for business owners who also own or invest in real estate.

Wealth brings with it some important considerations, including the obligation to have an approach to managing it. For families of significant wealth, it primarily revolves around the requirement to develop an investment strategy that ensures the wealth is maintained for future generations. It creates a shift in focus—one that takes an intergenerational approach and goes beyond the protection of capital in the short term.

In one way or another, every enterprise—and every investment—is impacted by gender, whether it be through the gender of those in leadership and governance positions, how employees experience workplace policies and practices, or how women are treated throughout the supply chain.

Interest in various forms of impact investing has been growing, but the array of terms—ESG, SRI, Green Bonds, and Engagement—in this area has contributed to investor confusion. The decision on which form is right for the investor depends on a number of factors, including the investor’s goals, beliefs, resources, and preferences. Though one agreed-upon process to evaluate environmental, social, and governance (ESG) investing actions may never exist, any proposed process should be practical, helping investors make informed decisions with both their time and capital.

What has been called a “soft revolution” in the UK may also be thought of as the “revenge of the 99%.” The final implications of the decision to leave the EU will not unfold for many years, but some of the initial economic and market impacts are becoming evident. Interestingly, one “winner” in this scenario may be the U.S. consumer. A stronger dollar generally reduces the cost of imports and reduces the Fed’s impetus to raise interest rates. On the broader spectrum, Brexit should not interrupt domestic consumer spending or the recovery in the U.S.

The outcome of the United Kingdom’s referendum to leave the European Union has stunned forecasters and market participants. The market responded in dramatic fashion to the news, triggering economic repercussions where the Euro fell against the U.S. Dollar from 2 percent to 8.5 percent. Meanwhile, safe haven bond markets rallied up to 25 basis points. As heightened risk premiums filter into global markets, we advise investors to focus on long-term perspective of how events may play out and how markets and portfolios may respond.

NEPC's Christopher Levell, ASA, CFA, CAIA, Partner, hosted a webinar discussion on Wednesday, June 29, 2016 on the effects of the United Kingdom’s referendum to leave the European Union. The UK’s vote is an unprecedented event that has major implications for global markets both in the short and long term.