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…
A Refresher on the ESOP Diversification Requirements
A common question from ESOP sponsors that has been popping up recently is about the diversification requirements in their plan. …
ESOP Tax-Deferred Rollover
One factor that might affect your decision to sell is the ability for you to defer capital gains on the sale. …