Carter Smith Featured in Food & Beverage Magazine
The Secret Ingredient to Staying Private: How an ESOP Can Preserve and Enhance Your Brand Legacy…
Trey Dodd Featured in Construction Pros
Trey Dodd explores the reasons behind the optimistic outlook for the construction industry in 2024, despite challenges such as increasing interest rat…
What Does a Bear Market Mean for RIA M&A?
Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates…
Q&A with Whitewood Industries
In late 2017, we had the pleasure of working with Whitewood Industries, a leading manufacturer of ready-to-finish furniture, on their sale to an ESOP….
Q&A with HB Global, LLC
Since 1914, HB McClure has served homes and businesses by providing premier residential, commercial, and mechanical design services. They have always …
Q&A with DAI
Jim Boomgard, President & CEO of DAI, has worked on the forefront of economic development issues for more than 30 years in more than 30 countries. We …
Q&A with Our State Magazine
We had the pleasure to work with Our State Magazine on their sale to a 100% Employee Stock Ownership Plan (ESOP). We recently checked in with Bernie M…
Craft Breweries and ESOPs: Leaving a Legacy
As of 2015, New Belgium was the fourth-largest craft brewery and eighth-largest overall brewery in the United States, and today is 100% owned by an Em…
Succession planning for trucking companies [Part 2]
When it comes time to retire, all business owners need a succession plan for their company. …
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…