News & Insights
Robert Reavis Announced as Winner of the 8th Annual Emerging Leaders Awards
ButcherJoseph is proud to announce that Robert Reavis, Associate, was selected as a winner of The M&A Advisor Emerging Leaders Awards. Robert was chos…
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…
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…
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…
ButcherJoseph & Co. Advises Helicopters, Inc. on Employee Buyout
ButcherJoseph & Co. served as the exclusive financial advisor to Helicopters, Inc. on its sale to the Helicopters, Inc. Employee Stock Ownership Plan….
ButcherJoseph & Co. Assists Superior Fabrication, Inc. in Its Sale to Tri-Point, a Portfolio Company of First Reserve
ButcherJoseph & Co. served as exclusive financial advisor to Superior Fabrication, Inc. in its sale from the Superior Fabrication ESOP to Tri-Point Oi…
M&A Advisor Announced ButcherJoseph & Co. as Winners of Both Deal Financing of the Year Awards
ButcherJoseph & Co. was announced as the winner in both deal financing categories during the 15th Annual M&A Advisor Awards….
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…