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 …
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…
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 …
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…
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…
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…
ButcherJoseph Advises InVision on Sale to Its Employees
ButcherJoseph served as exclusive financial advisor to InVision on its sale to the InVision Employee Stock Ownership Plan (ESOP)…
When is the Right Time to Sell a Company?
While only a business owner can truly know when the time is right to sell their company, working with an advisor during the early stages of their plan…
What to Think About When Considering a Recapitalization of Your ESOP
Similar to other business structures, a mature ESOP needs to evolve in support of the business. In this webinar, in partnership with the National Cent…
Newly Proposed Tax Changes and How IRC 1042 Just Became Everything for Business Owners
The Biden administration’s original tax proposal sought to raise the capital gains rate for people earning above $1 million from 20% to 39.6% in add…
ESOPs in Action: Haberfeld Associates Case Study
ButcherJoseph advised Haberfeld Associates on three transformative transactions which structurally featured a change of ownership control, the formati…