News & Insights
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…
A Refresher on the ESOP Diversification Requirements
A common question from ESOP sponsors that has been popping up recently is about the diversification requirements in their plan. …
Butcher Joseph Hayes Advises on Sale to ESOP
Butcher Joseph Hayes served as exclusive financial advisor to Kelly, Anderson and Associates on its most recent sale to their ESOP. …
ESOP Tax-Deferred Rollover
One factor that might affect your decision to sell is the ability for you to defer capital gains on the sale. …
Butcher Joseph Hayes Serves as Exclusive Financial Advisor in ESOP for The Spinx Company
Stewart Spinks completed a partial sale of The Spinx Company to an ESOP with advisement and structuring support from Butcher Joseph Hayes, a merchant …
Why ESOP? What are ESOP Advantages? ESOP Dividends, ESOP Tax Advantages and more
An ESOP is an acronym for Employee Stock Ownership Plan – a tool used to provide employees of a company with a retirement benefit through a plan who…