The ‘Silver Tsunami’ and Its Effects on the M&A Landscape
Keith Butcher and Brian Beaulieu take a deep dive into the facts surrounding the metaphor known as the “Silver Tsunami” and how it will impact suc…
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…
An Overview of M&A in the Registered Investment Advisor (RIA) Space
Merger and acquisitions (M&A) in the investment advisor space has been hot. Valuations have been on the rise in recent years on the back of strong st…
An Overview of M&A Activity in the Insurance Space
Financial services firms of all types have seen a significant increase in merger and acquisition (M&A) activity over the last several years. Insuranc…
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…