News & Insights
ButcherJoseph Announces Key Employee Promotions
ButcherJoseph announced the promotion of key leaders within the firm. The promotion of these professionals represents significant growth to our deal t…
The Basics of ESOPs Transactions
An Employee Stock Ownership Plan (ESOP) can provide an ownership transition and retirement plan for owners of privately owned businesses. Learn more a…
ButcherJoseph & Co. Advises Destinations by Design on Sale to Employees
ButcherJoseph & Co. served as the exclusive financial advisor to Destinations by Design, on its sale to The Destinations by Design, Inc. ESOP. …
Main Street Employee Ownership Act Signed into Law
ButcherJoseph & Co. proudly served as subject matter experts leading up to the enactment of the Main Street Employee Ownership Act, a bill that encour…
ButcherJoseph & Co. Advises Mann Media Inc. on Sale to Employees
ButcherJoseph & Co. served as the exclusive financial advisor to Mann Media Inc., doing business as Our State magazine, on its sale to The Mann Media …
What’s Driving ESOP Momentum
As more business owners turn to employee ownership, exploring the forces and driving factors offers critical insight to understanding ESOP momentum. L…
IRC Section 1042 Tax Deferral [Part 2]
The Section 1042 election is a “like-kind” exchange in that the seller can defer all or a portion of proceeds from the sale of stock by reinvestin…
IRC Section 1042 Capital Gains Tax Deferral [Part 1]
The tax benefits associated with an ESOP can provide significant value to the selling shareholder(s), the company and the employees participating in t…
ButcherJoseph & Co. Advises DAI Global, LLC
ButcherJoseph advised DAI Global on the optimization and recapitalization of its Employee Stock Ownership Plan. …
ButcherJoseph & Co. Advises Advanced Diagnostic Group on Implementing Its Employee Stock Ownership Plan
ButcherJoseph served as the exclusive financial advisor to ADG Acquisition Holdings in the structuring and funding of the Advanced Diagnostic Group Em…
ButcherJoseph & Co. Advises Triad Manufacturing on Sale to Employees
ButcherJoseph served as the exclusive financial advisor to Triad Manufacturing in its sale to the Triad Manufacturing Employee Stock Ownership Plan (…