Blogs
Selling Your Business in 2019?
With a strong U.S. economy and a presidential election on the horizon, 2019 will be a pivotal year for selling your business. If you’re considering …
What’s the Durability of Your ESOP? Consider These Three Indicators
As ESOP companies mature, it’s important to assess the durability of their ownership structure in light of their strategic planning initiatives. …
Is an ESOP right for my company?
Selling to an ESOP is one way to maintain a company’s existing operations and jobs within its community that may otherwise be replaced or absorbed w…
Top Reasons to Consider an ESOP
In the lifecycle of every company, owners must face the question of ownership succession. An ESOP should be given consideration for a variety of reaso…
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…
IRC Section 1042 Tax Deferral [Part 2]
The Section 1042 election is a “like-kind” exchange in that the seller can defer all or a portion of proceeds from the sale of stock by reinvestin…
IRC Section 1042 Capital Gains Tax Deferral [Part 1]
The tax benefits associated with an ESOP can provide significant value to the selling shareholder(s), the company and the employees participating in t…
Employee Ownership at Work
Employee ownership is an avenue to incentivize and reward employees while preserving company values….
6 Myths about ESOPs
When considering alternatives to selling a business, many business owners or their advisors may be quick to disregard selling to an employee stock own…
Succession Planning for Privately Held Companies
Planning for succession can be one of the most challenging strategic decisions during a business owner’s career. …
ESOPs Maintain Steady Growth
Employee Stock Ownership Plans attract selling shareholders for a number of reasons, including creating a liquidity event and an opportunity to take a…