ACCELERATED BARRIER NOTES
Appraisal Economics has valued accelerated barrier notes linked to the returns of the S&P 500 Index. The notes are complex securities that provide upside leveraged returns in excess of the S&P 500, while providing barrier protection for part of the downside. Appraisal...
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What Is An “Up-C” Structure, And What Are The Benefits?
An Up-C structure is an efficient vehicle for operating partnerships seeking to access public capital markets while preserving favorable tax treatment for original owners. Unlike a traditional C corporation IPO, this structure allows pre-IPO investors—typically...
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Intellectual Property as Loan Collateral: Is it Becoming More Popular?
Intellectual property (IP) is increasingly carving its niche as a valuable form of collateral in loan agreements, reshaping the landscape of secure debt financing. As businesses prioritize innovation, their intangible assets – patents, trademarks, copyrights, and...
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US Solar Carport Market – Key Drivers For Growth
Solar carports in the United States have emerged as a critical segment of the renewable energy market, leveraging the convergence of sustainability goals and advancements in photovoltaic technology. Unlike traditional ground-mounted solar arrays, carports integrate...
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What Are the Driving Forces Behind the Increasing Value of Sports Franchises? Media Revenue?
The escalating valuations of sports franchises are a defining feature of the modern entertainment economy, driven by a fusion of financial dynamics, cultural shifts, and evolving consumption patterns. A study from the Secretariat revealed striking growth in franchise...
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How Autonomous Driving Will Change the Car Insurance Business
Autonomous vehicles stand to redefine car insurance operations, transcending traditional frameworks that have governed the industry for over a century. As vehicles become increasingly self-reliant, insurers face profound challenges and opportunities in adapting to a...
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What This New Administration Victory Means for Tariffs, Interest Rates, and the Overall Economy
Donald Trump’s return to the presidency in 2024 raises questions about the economic direction the United States will take -- particularly regarding trade policies, interest rates, and broader fiscal strategies. Trump's previous tenure brought unconventional approaches...
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Private Equity Takes Aim at College Athletics
As college athletics evolves to reflect a myriad of macro trends and changes, private equity firms are moving to carve out a significant stake in this emerging, lucrative asset class. Driven by the recent legal and regulatory changes surrounding athlete compensation,...
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New Tax Consequences For Using Life Insurance For Succession Planning
In 2024, new tax consequences are significantly impacting the use of life insurance in succession planning. The recent ruling in Connelly v. United States has reshaped how closely held businesses navigate estate taxes when using life insurance to fund buy-sell...
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Appraisal Economics has provided an executive compensation analysis for the senior executives of a large privately held business. Our compensation study considered the total value and components of appropriate compensation packages, considering the internal...
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