Whitepapers
How Employee Ownership Provides a Competitive Edge In Recruitment and Retention
Employee stock ownership plans (ESOPs) offer several advantages to employers attempting to respond to the growing demand for employee ownership while …
Newly Proposed Tax Changes and How IRC 1042 Just Became Everything for Business Owners
The Biden administration’s original tax proposal sought to raise the capital gains rate for people earning above $1 million from 20% to 39.6% in add…
ESOPs in Action: Haberfeld Associates Case Study
ButcherJoseph advised Haberfeld Associates on three transformative transactions which structurally featured a change of ownership control, the formati…
How ESOPs Can Help Narrow the Wealth Gap
A lack of retirement security for the average American is a pressing challenge facing our country. But ESOPs can help narrow the wealth gap….
Q&A with Whitewood Industries
In late 2017, we had the pleasure of working with Whitewood Industries, a leading manufacturer of ready-to-finish furniture, on their sale to an ESOP….
Q&A with HB Global, LLC
Since 1914, HB McClure has served homes and businesses by providing premier residential, commercial, and mechanical design services. They have always …
Q&A with DAI
Jim Boomgard, President & CEO of DAI, has worked on the forefront of economic development issues for more than 30 years in more than 30 countries. We …
Q&A with Our State Magazine
We had the pleasure to work with Our State Magazine on their sale to a 100% Employee Stock Ownership Plan (ESOP). We recently checked in with Bernie M…
The Basics of ESOPs Transactions
An Employee Stock Ownership Plan (ESOP) can provide an ownership transition and retirement plan for owners of privately owned businesses. Learn more a…
What’s Driving ESOP Momentum
As more business owners turn to employee ownership, exploring the forces and driving factors offers critical insight to understanding ESOP momentum. L…
Planning Your Exit Strategy
Learn more about the benefits and considerations of all the exit options available to owners who are considering a sale in this whitepaper….