News & Insights
Sale to an ESOP compared to other exit strategies
Business owners interested in selling their company are usually aware of the traditionally familiar exit strategies: sell to a strategic buyer, or sel…
ESOPs in S corps
S Corporations are companies that have elected to pass corporate income and losses through to shareholders for federal income tax purposes. …
Jeffrey S. Buettner Joins Butcher Joseph Hayes
ButcherJoseph is pleased to announce that Jeffrey S. Buettner has joined the firm as a Managing Director. …
Properly Structuring and Maintaining an ESOP
Learn more about how to properly structure and maintain an ESOP in this whitepaper….
Defer Long Term Capital Gains Taxes: C-Corp vs. S-Corp [Part 5]
This post discuss how to potentially eliminate capital gains taxes on proceeds from the sale of a business and summary points on a C-Corp vs. S-Corp s…
Defer Long Term Capital Gains Taxes: QRP & Floating Rate Notes [Part 4]
This is the fourth article in a five part series that reviews the Section 1042 Capital Gains Tax Deferral alternative with respect to ESOP structures….
Defer Long Term Capital Gains Taxes: Using a Margin Loan [Part 3]
This post provides an example of how a selling shareholder can use Section 1042 to create liquidity by implementing a margin loan. …
E. Carter Smith Joins the Team
ButcherJoseph & Co. is excited to announce the recent addition of Mr. Carter Smith to their banking team as an Analyst….
Butcher Joseph Hayes Advises Freedom Pharmaceuticals on Sale to Arseus
In 2013, Freedom Pharmaceuticals expects to achieve turnover of approximately US$ 25 million with an EBITDA margin above the average for the Fagron Gr…
Butcher Joseph Hayes Adds Robert Reavis to Analyst Team
Butcher Joseph Hayes, an investment bank based in St. Louis, Missouri, is excited to announce the recent addition of Mr. Robert Reavis to their bankin…
Estate Planning as Part of an ESOP Transaction
An often overlooked tax-planning tool is using a family limited partnership (“FLP”) with the tax-deferred sale of stock to an ESOP under Section 1…