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…
2014 capital gains tax changes
On January 2, 2013, President Obama signed the American Taxpayer Relief Act (ATRA) into law, increasing taxes for nearly all working Americans. …
What you should know about leveraged ESOPs
Employee stock ownership plans are unique buyers of company stock. When an ESOP borrows money to acquire shares of stock, it is usually referred to as…