Quarterly Economic and M&A Middle Market Update
Jeff Buettner discusses what is going on in the deal making space and provides an update on how the current environment is impacting valuations, deal …
Succession Planning – Starting the Process
ButcherJoseph & Co.’s Carter Smith joined The EO Podcast’s Bret Keisling to deep dive into starting the succession planning process, including fou…
Finding the Right Buyer is Table Stakes: Execution Differentiates the Sell-Side Advisor
One of the most common misconceptions when hiring an advisor is the belief that there are certain sell-side advisors who have access to inconspicuous …
Business Executive Survey Results on 2022 Economic Challenges
In a recent survey conducted by ITR Economics and ButcherJoseph & Co., we asked more than 650 business executives in the US how each of these challeng…
10 Key Facts About Employee Stock Ownership Plans (ESOPs)
October is Employee Ownership Month. Since their enactment in 1974, employee stock ownership plans (ESOPs) have proven beneficial for selling sharehol…
What Does a Bear Market Mean for RIA M&A?
Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates…
When is the Right Time to Sell a Company?
While only a business owner can truly know when the time is right to sell their company, working with an advisor during the early stages of their plan…
How to Select the Optimal ESOP Valuation Advisor
For employee stock ownership plan (ESOP) trustees, choosing the right valuation advisor is critical. The valuation of the company’s stock is arguabl…
Newly Proposed Tax Changes and How IRC 1042 Just Became Everything for Business Owners
The Biden administration’s original tax proposal sought to raise the capital gains rate for people earning above $1 million from 20% to 39.6% in add…
Are You Worried About Capital Gains Tax?
What will the new rate be? Will it be enacted retroactively? Is there any chance changes won’t go into effect until 2022?…
Managing Your Business Through the Coronavirus
Business leaders across the globe are wondering about the coronavirus’ (COVID-19) impact on the economy and what a company can do to help its employ…