Shareholders can establish an Employee Stock Ownership Plan (ESOP) in order to achieve a number of objectives, including gaining liquidity, transition…
There are many benefits to selling a company to an employee stock ownership plan (ESOP), including wealth creation for the employees and tax benefits …
Companies can conduct a repurchase obligation study to analyze the long-term projection of ESOP distributions and the associated cash requirements lik…
Preparing for an exit from the company requires additional time and effort from owners, on top of the normal day-to-day tasks of operating the busines…
The Great Recession created many tectonic shifts in the way the economy functions, dramatically impacting small business’ accessibility to credit. The…
Any number of business owners have thought to themselves at one point that if they only had some additional capital, they’d be able to significantly g…
Since most acquisitions and mergers are complex and risky endeavors, the due diligence phase of the process becomes a crucial first step, which cannot…
