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. …
Larger salaries, bonuses not the only fix for better worker morale
For many business owners, figuring out how to keep worker morale high is an essential part of ensuring continued success. …
How Can You Monetize Your Small Business?
If you’re a small business owner, you need to develop a succession plan and there are multiple strategies to consider. …
Why You Should Sell to a Private Equity Group
Private equity firms have had tremendous success in their fundraising efforts, and now find themselves with an abundance of capital available for busi…
Why should I get my company valued?
It seems like a simple question but a business valuation can be needed for a variety of reasons. …
Estate Planning as Part of an ESOP Transaction
An often overlooked tax-planning tool is using a family limited partnership (“FLP”) with the tax-deferred sale of stock to an ESOP under Section 1…