Blog

Trucking Industry: Selling to an ESOP in Today’s Market

November 28, 2016

According to the American Trucking Associations (ATA), the trucking industry is already experiencing a significant shortage in drivers and will need to hire roughly 89,000 drivers annually over the next ten years. With a current deficit of 48,000 drivers and turnover rates fluctuating between 80 and 100 percent, the industry also anticipates a continued softening… Read more.

M&A Advisor Announced ButcherJoseph & Co. as Winners of Both Deal Financing of the Year Awards

November 21, 2016

ButcherJoseph & Co. (“ButcherJoseph”) was announced as the winner in both deal financing categories during the 15th Annual M&A Advisor Awards Gala on November 9, 2016, held at the New York Athletic Club. ButcherJoseph won the two awards for Deal Financing of the Year: Debt Financing of the Year for the financing of Advanced Diagnostic… Read more.

IRC Section 1042 Tax Deferral: Part Two

November 8, 2016

This is the second article in a five part series that reviews the Section 1042 Capital Gains Tax Deferral alternative with respect to ESOP structures. Part one of this series discussed the potential tax benefit available to owners who sell their business to to an Employee Stock Ownership Plan (“ESOP”) when electing the Section 1042 Capital Gains Tax… Read more.

IRC Section 1042 Capital Gains Tax Deferral: Part One

November 2, 2016

This article is the first in a five part series that reviews the Section 1042 Capital Gains Tax Deferral alternative with respect to ESOP structures. A Brief Overview There can be significant tax benefits for business owners who sell all, or a portion, of their company shares to an Employee Stock Ownership Plan (“ESOP”). IRC Section 1042… Read more.

Employee Ownership at Work

October 25, 2016

In Honor of Employee Ownership Month Every business is built on unique values. Whether it’s years of planning, a brilliant entrepreneurial moment, or—most likely—a combination of the two, values tend to shape the core of a company. They drive the creation of culture, branding, and provide the customer experience. When contemplating exit strategies, it’s difficult… Read more.

6 Myths about ESOPs

October 5, 2016

When considering alternatives to selling a business, many business owners or their advisors may be quick to disregard selling to an employee stock ownership plan (ESOP). There have certainly been instances in which ESOPs were unsuccessful for a variety of reasons, but more often than not, disregard for this exit strategy stems from pre-conceived notions… Read more.

ButcherJoseph & Co. Announced as Finalist in Five Categories for the 15th Annual M&A Advisor Awards

September 21, 2016

ButcherJoseph & Co. (“ButcherJoseph”) was named a finalist of the 15th Annual M&A Advisor Awards in five categories: Boutique Investment Banking Firm of the Year, Professional Services (B-to-B) Deal of the Year for the Recapitalization of DAI Global, LLC, Equity Financing of the Year for the Recapitalization of DAI Global, LLC, Healthcare and Life Sciences… Read more.

Succession Planning for Privately Held Companies

September 13, 2016

For a business owner, their company is their life’s work. They’ve spent years becoming an expert in their industry and strategizing for success. At some point, all owners find themselves in unfamiliar territory: designing a succession plan that will achieve their objectives. Whether the goal is generating liquidity to fund the next business venture or… Read more.

ButcherJoseph & Co. Advises DAI Global, LLC

July 18, 2016

ButcherJoseph & Co. (“ButcherJoseph”) advised DAI Global, LLC (“DAI” or the “Company”) on the optimization and recapitalization of its Employee Stock Ownership Plan (“ESOP”). This transaction created a more inclusive form of employee ownership that will support DAI’s continued growth objectives in all economic conditions, and further strengthen the Company’s entrepreneurial spirit across a broader… Read more.

Rose Newport Announced as Winner of the 7th Annual Emerging Leaders Awards

June 15, 2016

ButcherJoseph & Co. (“ButcherJoseph”) is proud to announce that Rose Newport, Director of Business Development, was selected as a winner of The M&A Advisor Emerging Leaders Awards. Rose was chosen for her accomplishments and expertise in the industry from a pool of international nominees by an independent judging panel of distinguished business leaders. The M&A… Read more.

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