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…
The Benefits of a Partial Business Sale
Any number of business owners have thought to themselves at one point that if they only had some additional capital, they’d be able to significantly g…
ButcherJoseph & Co. Advises Smith Transport on Sale to Employees
ButcherJoseph & Co. served as the exclusive financial advisor to Smith Transport in its sale to an ESOP. …
ESOP Popularity on the Rise
Employee stock ownership plans (ESOPs) are making headlines as the demand for these plans has shifted the priorities of major financial institutions….
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. …
Succession planning for trucking companies [Part 2]
When it comes time to retire, all business owners need a succession plan for their company. …
Sharing the risks and rewards in employee ownership
ESOPs provide companies of all sizes with tremendous benefits, including significant tax deductions for the company and allowing the business to remai…
Succession planning for trucking companies [Part 1]
In a post-recession economy, all business owners need to preemptively prepare their companies for ownership transition well before their retirement an…
What Characteristics Make a Company an ESOP candidate?
Business owners facing an ownership succession decision face a number of questions in selecting an appropriate buyer. …
When distribution happens
As companies make annual contributions to an ESOP over time, shares held as collateral against the outstanding balance of the ESOP’s loan are released…
Valuation considerations in a sale to an ESOP
Business owners interested in a liquidity transaction should give consideration to all available options, which typically include selling to a strateg…