September 2021 Newly Proposed Tax Changes and How IRC 1042 Just Became Everything for Business Owners Whitepapers| Business Sale, Business Valuation, ESOP, Strategic Advice How new capital gains taxes and IRC 1042 can impact business owners who are selling their company. … Read More Keith Butcher
September 2021 How ESOPs Can Help Narrow the Wealth Gap Whitepapers| ESOP, Strategic Advice A lack of retirement security for the average American is a pressing challenge facing our country. But ESOPs can help narrow the wealth gap…. Read More Alberto Toribio Del Pilar
August 2021 Do You Know all Three Potential Buyer Types for Your Company? Blogs| Business Sale, ESOP, Strategic Advice How do you begin the succession planning process? One of the first steps is gaining a deeper understanding of the company sale process and specifical… Read More David Lake
August 2021 Potential Impact of Proposed Tax Legislation Changes on Business Owners Blogs| Business Sale, ESOP, Strategic Advice With President Biden’s proposed tax increases on the wealthiest Americans and business owners, an ESOP just got a whole lot more attractive for owne… Read More Keith Butcher
July 2021 How to Sell Your Business and Defer Capital Gains Tax Blogs| Business Sale, ESOP, Strategic Advice Most owners who are thinking about selling their business generally know of two options: you can sell your company to a private equity firm or to a co… Read More Alberto Toribio Del Pilar
June 2021 Worried About Capital Gains? Blogs| Business Sale, Business Valuation, ESOP, Strategic Advice What will the new rate be? Will it be enacted retroactively? Is there any chance changes won’t go into effect until 2022?… Read More Alberto Toribio Del Pilar
March 2021 How to Deal with Unsolicited Purchase Offers Webinars| Business Sale, Strategic Advice Whether or not your company is currently for sale, you need to understand what should happen when offers are made or solicited. Owners who plan ahead… Read More Alberto Toribio Del Pilar
October 2020 [UPDATED] SBA Consent for Change in Ownership Blogs| Strategic Advice My business took out a PPP loan but I’m now in the process of selling my business – now what?… Read More Carter Smith
May 2020 Managing Your Business Through the Coronavirus Blogs| Business Valuation, Strategic Advice 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… Read More Alberto Toribio Del Pilar
May 2019 Selling Your Business in 2019? Blogs| Business Sale, Strategic Advice With a strong U.S. economy and a presidential election on the horizon, 2019 will be a pivotal year for selling your business. If you’re considering … Read More Rick Hennessey
May 2018 What’s the Durability of Your ESOP? Consider These Three Indicators Blogs| ESOP, Strategic Advice As ESOP companies mature, it’s important to assess the durability of their ownership structure in light of their strategic planning initiatives. … Read More Carter Smith
April 2018 Is an ESOP right for my company? Blogs| ESOP, Strategic Advice Selling to an ESOP is one way to maintain a company’s existing operations and jobs within its community that may otherwise be replaced or absorbed w… Read More Alberto Toribio Del Pilar
