Heartwood PartnersHeartwood Partners Strategic Approach to a Slowing EconomyEvery business operates in context of the broader economy. When the economy is strong businesses benefit from increasing demand and new…6 min read·Aug 15, 2022----
Heartwood PartnersOne Person’s Trash is Another Person’s TreasureA recent Heartwood Partners investment in a waste services and recycling business was fifteen years in the making, starting when we looked…3 min read·May 24, 2022----
Heartwood PartnersThe Expanded Skillsets of the Modern CFOChief Financial Officers (“CFOs”) are responsible for overseeing fiscal and fiduciary responsibilities for an organization, in conjunction…4 min read·May 24, 2022----
Heartwood PartnersThe Importance of Integration in an Add-On Acquisition StrategyA critical element of our strategy as investment partners is to help the companies in our portfolio grow through strategic , add-on…5 min read·May 24, 2022----
Heartwood PartnersThe Role of Succession Planning in a Family or Management-Owned BusinessSuccession planning is one of the most important strategic initiatives that Human Resources can bring to family and management-owned…4 min read·May 24, 2022----
Heartwood PartnersSupporting Value Creation in Family and Management-Owned BusinessesSimplistically, the equity value of a business is increased when its cash flow stream grows, its outstanding debt is reduced and/or when…5 min read·Feb 15, 2021----
Heartwood PartnersinHeartwood PartnersIs Private Equity The Answer?A Question Family and Management Owners are Asking as They Get Closer to Selling6 min read·Aug 21, 2020----
Heartwood PartnersinHeartwood PartnersWhy Debt Leverage Isn’t All It’s Cracked Up To BeThe Power of Maintaining a Company’s Liquidity and Operating Flexibility5 min read·Aug 21, 2020----