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. …