Blogs
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…
What is a Leveraged Recapitalization?
Recapitalizing a business can yield more liquidity and efficient capital. Pursuing a recapitalization is a useful process for many owners and shareho…
Preparing to sell a business
Preparing to exit a business can be a daunting task. Once the seller has gone through the process of determining the right time to sell, it can take a…
The Tax Benefits of Different Corporate Structures
While every business model has its own pros and cons in terms of tax efficiency, it can be worthwhile to examine alternative structures to optimize a …