News & Insights
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…
ButcherJoseph & Co. Announced as Finalist in Five Categories for the 15th Annual M&A Advisor Awards
ButcherJoseph & Co. was named a finalist of the 15th Annual M&A Advisor Awards in five categories.
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Succession Planning for Privately Held Companies
Planning for succession can be one of the most challenging strategic decisions during a business owner’s career. …
ButcherJoseph & Co. Advises DAI Global, LLC
ButcherJoseph advised DAI Global on the optimization and recapitalization of its Employee Stock Ownership Plan. …
Rose Newport Announced as Winner of the 7th Annual Emerging Leaders Awards
ButcherJoseph & Co. is proud to announce that Rose Newport, Director of Business Development, was selected as a winner of The M&A Advisor Emerging Le…