Blogs
Why You Should Sell to a Private Equity Group
Private equity firms have had tremendous success in their fundraising efforts, and now find themselves with an abundance of capital available for busi…
Valuation methods and benefits
When business owners are interested in selling their company, how does the owner know how much their company is worth? …
Why should I get my company valued?
It seems like a simple question but a business valuation can be needed for a variety of reasons. …
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…
What Characteristics Make a Company an ESOP candidate?
Business owners facing an ownership succession decision face a number of questions in selecting an appropriate buyer. …
When distribution happens
As companies make annual contributions to an ESOP over time, shares held as collateral against the outstanding balance of the ESOP’s loan are released…
Valuation considerations in a sale to an ESOP
Business owners interested in a liquidity transaction should give consideration to all available options, which typically include selling to a strateg…
2014 capital gains tax changes
On January 2, 2013, President Obama signed the American Taxpayer Relief Act (ATRA) into law, increasing taxes for nearly all working Americans. …
What you should know about leveraged ESOPs
Employee stock ownership plans are unique buyers of company stock. When an ESOP borrows money to acquire shares of stock, it is usually referred to as…
ESOPs in C corps
Despite the unique tax advantage for ESOP-owned S Corporations, companies may prefer to be taxed as a C Corporation for federal income tax purposes. …
Sale to an ESOP compared to other exit strategies
Business owners interested in selling their company are usually aware of the traditionally familiar exit strategies: sell to a strategic buyer, or sel…