October is Employee Ownership Month. Since their enactment in 1974, employee stock ownership plans (ESOPs) have proven beneficial for selling sharehol…
Employee stock ownership plan (ESOP) represent an alternative way for business owners to sell their company at fair market value, while limiting busin…
Registered investment advisor (RIA) owners who may have been considering selling prior to the double whammy of equities selling off and interest rates…
While only a business owner can truly know when the time is right to sell their company, working with an advisor during the early stages of their plan…
There are many factors to consider when evaluating a potential acquisition: strategic fit, product/service overlap, geography, and human capital, to n…
Founders and owners of businesses must weigh many factors when considering selling the company they worked a lifetime to build. There are, of course, …
Most business owners, CEOs, and CFOs are familiar with traditional bank lending when borrowed capital is required, and likely receive regular solicita…
If you are considering selling your company to an Employee Stock Ownership Plan (ESOP), you may have questions about how the transaction will affect t…
