News & Insights
Succession planning for trucking companies [Part 2]
When it comes time to retire, all business owners need a succession plan for their company. …
How Can You Monetize Your Small Business?
If you’re a small business owner, you need to develop a succession plan and there are multiple strategies to consider. …
Sharing the risks and rewards in employee ownership
ESOPs provide companies of all sizes with tremendous benefits, including significant tax deductions for the company and allowing the business to remai…
Why You Should Sell to a Private Equity Group
Private equity firms have had tremendous success in their fundraising efforts, and now find themselves with an abundance of capital available for busi…
Valuation methods and benefits
When business owners are interested in selling their company, how does the owner know how much their company is worth? …
Why should I get my company valued?
It seems like a simple question but a business valuation can be needed for a variety of reasons. …
Succession planning for trucking companies [Part 1]
In a post-recession economy, all business owners need to preemptively prepare their companies for ownership transition well before their retirement an…
What Characteristics Make a Company an ESOP candidate?
Business owners facing an ownership succession decision face a number of questions in selecting an appropriate buyer. …
When distribution happens
As companies make annual contributions to an ESOP over time, shares held as collateral against the outstanding balance of the ESOP’s loan are released…
Valuation considerations in a sale to an ESOP
Business owners interested in a liquidity transaction should give consideration to all available options, which typically include selling to a strateg…
2014 capital gains tax changes
On January 2, 2013, President Obama signed the American Taxpayer Relief Act (ATRA) into law, increasing taxes for nearly all working Americans. …