News & Insights - ButcherJoseph & Co.

August 2015

ButcherJoseph & Co. Advises McBride & Son in the Sale of Builder’s Bloc Division to an Employee Stock Ownership Plan

ButcherJoseph served as the lead financial advisor to McBride & Son Companies in the sale of its Builder’s Bloc subsidiary to an ESOP. …

Alberto Toribio Del Pilar

August 2015

Repurchase Obligations in the Context of Corporate Finance

There are many benefits to selling a company to an employee stock ownership plan (ESOP), including wealth creation for the employees and tax benefits …

ButcherJoseph

August 2015

How do Repurchase Obligations Impact ESOP-owned Companies?

Companies can conduct a repurchase obligation study to analyze the long-term projection of ESOP distributions and the associated cash requirements lik…

ButcherJoseph

August 2015

5 Tips for Streamlining the Sale of a Business

Preparing for an exit from the company requires additional time and effort from owners, on top of the normal day-to-day tasks of operating the busines…

ButcherJoseph

July 2015

Alternative Lending Options

The Great Recession created many tectonic shifts in the way the economy functions, dramatically impacting small business’ accessibility to credit. The…

ButcherJoseph

July 2015

The Benefits of a Partial Business Sale

Any number of business owners have thought to themselves at one point that if they only had some additional capital, they’d be able to significantly g…

ButcherJoseph

June 2015

What is an Optimal Capital Structure?

Companies have different ways of financing their operations. Some will rely solely on equity, while others will lean more heavily on debt. …

ButcherJoseph

June 2015

Due Diligence for Mergers and Acquisitions [Part 2]

Mergers and acquisitions are complex business transactions that require significant review of a wide array of paperwork. …

ButcherJoseph

May 2015

Due Diligence for Mergers and Acquisitions [Part 1]

Since most acquisitions and mergers are complex and risky endeavors, the due diligence phase of the process becomes a crucial first step, which cannot…

ButcherJoseph

March 2015

ButcherJoseph & Co. Assists TMI Hospitality in Sale to Starwood Capital Group

ButcherJoseph & Co. served as one of the financial advisors to TMI Hospitality in its sale from the TMI Hospitality Employee Stock Ownership Plan (“…

Keith Butcher

February 2015

ButcherJoseph & Co. Advises Smith Transport on Sale to Employees

ButcherJoseph & Co. served as the exclusive financial advisor to Smith Transport in its sale to an ESOP. …

Joseph Strycharz

January 2015

ESOP Popularity on the Rise

Employee stock ownership plans (ESOPs) are making headlines as the demand for these plans has shifted the priorities of major financial institutions….

ButcherJoseph