How ESOPs Can Help Preserve a Founder / CEO’s Legacy
Founders and owners of businesses must weigh many factors when considering selling the company they worked a lifetime to build. There are, of course, …
Debt Financing in Different Flavors
Most business owners, CEOs, and CFOs are familiar with traditional bank lending when borrowed capital is required, and likely receive regular solicita…
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…
How Will Selling Your Company to an ESOP Affect Your Role as Founder/CEO?
If you are considering selling your company to an Employee Stock Ownership Plan (ESOP), you may have questions about how the transaction will affect t…
What to Think About When Considering a Recapitalization of Your ESOP
Similar to other business structures, a mature ESOP needs to evolve in support of the business. In this webinar, in partnership with the National Cent…
Three Things to Consider Before You Sell and How to Create an Effective Succession Plan
In this webinar, Brian Beaulieu, CEO, ITR Economics and Keith Butcher, Managing Partner, ButcherJoseph examine three areas every potential seller shou…
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…
How ESOPs Can Help Narrow the Wealth Gap
A lack of retirement security for the average American is a pressing challenge facing our country. But ESOPs can help narrow the wealth gap….
Potential Impact of Proposed Tax Legislation Changes on Business Owners
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…
How to Sell Your Business and Defer Capital Gains Tax
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…
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?…