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…
Business owners interested in a liquidity transaction should give consideration to all available options, which typically include selling to a strateg…
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…
Business owners interested in selling their company are usually aware of the traditionally familiar exit strategies: sell to a strategic buyer, or sel…
This post discuss how to potentially eliminate capital gains taxes on proceeds from the sale of a business and summary points on a C-Corp vs. S-Corp s…
This is the fourth article in a five part series that reviews the Section 1042 Capital Gains Tax Deferral alternative with respect to ESOP structures….
