News & Insights
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…
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….
ButcherJoseph & Co. Advises Advanced Diagnostic Group on Implementing Its Employee Stock Ownership Plan
ButcherJoseph served as the exclusive financial advisor to ADG Acquisition Holdings in the structuring and funding of the Advanced Diagnostic Group Em…
ButcherJoseph & Co. Advises Triad Manufacturing on Sale to Employees
ButcherJoseph served as the exclusive financial advisor to Triad Manufacturing in its sale to the Triad Manufacturing Employee Stock Ownership Plan (…
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…