Blogs
Regime Change: Impact of Rising Interest Rates Part 1
The recent rise in interest rates has shaken up the business world. The last decade of low interest rates powered financial markets, creating strong c…
The Section 1042 Capital Gain Tax Deferral
Learn more about impact of a 1042 tax deferral strategy from the sale of a company to an ESOP in this whitepaper….
Quarterly Economic and M&A Middle Market Update
Jeff Buettner discusses what is going on in the deal making space and provides an update on how the current environment is impacting valuations, deal …
Succession Planning – Starting the Process
ButcherJoseph & Co.’s Carter Smith joined The EO Podcast’s Bret Keisling to deep dive into starting the succession planning process, including fou…
Finding the Right Buyer is Table Stakes: Execution Differentiates the Sell-Side Advisor
One of the most common misconceptions when hiring an advisor is the belief that there are certain sell-side advisors who have access to inconspicuous …
Common Challenges for Mature ESOP-Owned Companies
Jeff Buettner discusses challenges unique to mature ESOP-owned companies and overviews ways to think differently about the ESOP structure to insure it…
Business Executive Survey Results on 2022 Economic Challenges
In a recent survey conducted by ITR Economics and ButcherJoseph & Co., we asked more than 650 business executives in the US how each of these challeng…
Common Challenges and Opportunities for Mature ESOP-Owned Companies
There are more than 6,000 companies owned by employee stock ownership plans (ESOPs) with nearly 14 million participants in the United States. Oftenti…
10 Key Facts About Employee Stock Ownership Plans (ESOPs)
October is Employee Ownership Month. Since their enactment in 1974, employee stock ownership plans (ESOPs) have proven beneficial for selling sharehol…
Quarterly Economic and M&A Market Update
There’s a lot going on in the world today that could make business owners feel anxious and question what to do next with their business. Should you …
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…