What’s the Durability of Your ESOP? Consider These Three Indicators
As ESOP companies mature, it’s important to assess the durability of their ownership structure in light of their strategic planning initiatives. …
Is an ESOP right for my company?
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…
Employee Ownership at Work
Employee ownership is an avenue to incentivize and reward employees while preserving company values….
Succession Planning for Privately Held Companies
Planning for succession can be one of the most challenging strategic decisions during a business owner’s career. …
Preparing to sell a business
Preparing to exit a business can be a daunting task. Once the seller has gone through the process of determining the right time to sell, it can take a…
The Tax Benefits of Different Corporate Structures
While every business model has its own pros and cons in terms of tax efficiency, it can be worthwhile to examine alternative structures to optimize a …
Repurchase Obligations in the Context of Corporate Finance
There are many benefits to selling a company to an employee stock ownership plan (ESOP), including wealth creation for the employees and tax benefits …
How do Repurchase Obligations Impact ESOP-owned Companies?
Companies can conduct a repurchase obligation study to analyze the long-term projection of ESOP distributions and the associated cash requirements lik…
5 Tips for Streamlining the Sale of a Business
Preparing for an exit from the company requires additional time and effort from owners, on top of the normal day-to-day tasks of operating the busines…
Alternative Lending Options
The Great Recession created many tectonic shifts in the way the economy functions, dramatically impacting small business’ accessibility to credit. The…
What is an Optimal Capital Structure?
Companies have different ways of financing their operations. Some will rely solely on equity, while others will lean more heavily on debt. …