ESOP Blogs & Related News | ButcherJoseph & Co.

Category: ESOP

November 2022

The ‘Silver Tsunami’ and Its Effects on the M&A Landscape

Keith Butcher and Brian Beaulieu take a deep dive into the facts surrounding the metaphor known as the “Silver Tsunami” and how it will impact suc…

Keith Butcher

October 2022

Succession Planning – Starting the Process

ButcherJoseph & Co.’s Carter Smith joined The EO Podcast’s Bret Keisling to deep dive into starting the succession planning process, including fou…

Carter Smith

October 2022

Common Challenges and Opportunities for Mature ESOP-Owned Companies

There are more than 6,000 companies owned by employee stock ownership plans (ESOPs) with nearly 14 million participants in the United States. Oftenti…

Jeff Buettner

September 2022

Do You Know all Three Potential Buyer Types for Your Company?

How do you begin the succession planning process? One of the first steps is gaining a deeper understanding of the company sale process and specifical…

ButcherJoseph

September 2022

How Employee Ownership Provides a Competitive Edge In Recruitment and Retention

Employee stock ownership plans (ESOPs) offer several advantages to employers attempting to respond to the growing demand for employee ownership while …

Robert Reavis

September 2022

What Buyers are Looking for in Insurance Agency Acquisitions

If you’ve been contemplating the sale of your insurance agency, buyers are still actively looking for opportunities. In this article, we’ll look a…

Jon Curley

July 2022

The “Silver Tsunami” and Its Effect on the M&A Landscape

There are record numbers of Baby Boomers seeking to sell their business, and many are facing a common problem: their would-be heirs would rather have …

Trey Dodd

July 2022

How Business Owners Can Preserve Their Company Legacy

Employee stock ownership plan (ESOP) represent an alternative way for business owners to sell their company at fair market value, while limiting busin…

Robert Reavis

June 2022

Thinking of Selling Your Company? Here’s Why You Should Hire an Advisor

In today’s competitive market, many business owners receive unsolicited offers. With a competitive offer in hand, it may be tempting to try to negot…

Rick Hennessey

May 2022

Who Pays? Funding the Transition to Employee Owned

Financing an ESOP can vary in terms and conditions. Learn about the universe of potential lenders from traditional bank financing to non-bank credit …

Alberto Toribio Del Pilar

April 2022

An Overview of M&A in the Registered Investment Advisor (RIA) Space

Merger and acquisitions (M&A) in the investment advisor space has been hot. Valuations have been on the rise in recent years on the back of strong st…

Jon Curley

April 2022

An Overview of M&A Activity in the Insurance Space

Financial services firms of all types have seen a significant increase in merger and acquisition (M&A) activity over the last several years. Insuranc…

Jon Curley

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