Blog
At our core, we are dedicated to helping individuals and businesses navigate the complex landscape of finance with clarity and confidence. Through our curated content, we aim to empower you with the knowledge and tools necessary to make informed financial decisions and achieve your long-term goals. We hope you enjoy our blog.
Year-End Planning for Multi-Generational Family Businesses: Protecting Legacy While Positioning for Growth
Running a family business is a long game. Decisions don’t just affect next quarter; they echo through the next generation. As the year closes,…
Year-End Liquidity Planning for Family-Owned Businesses: Protecting Cash, Strengthening Optionality, and Preparing for 2026
For family-owned businesses, liquidity isn’t just a financial metric. It’s the fuel that keeps jobs moving, keeps crews paid, and keeps opportunities alive. As…
Strong Partners, Strong Performance: Morningstar DBRS Upgrades Equify Ratings
Equify’s portfolio success is powered by the dependable businesses we’re proud to finance every day. Every contractor, operator, and business owner we serve contributes…
Debt Restructuring Before 2026: How Contractors Can Reset Their Balance Sheets and Protect Growth
The construction industry runs on timing — the right crews, the right equipment, the right financing. But as interest rates stay high and bank…
Forestry & Mining: Accessing Capital for Specialized Equipment
The forestry and mining industries move on machines. Harvesters, skidders, haul trucks, and crushers aren’t optional assets; they’re the lifeblood of your operation. And…