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…