Strategic Advice

Selling Your Business in 2019?

May 14, 2019

With a strong U.S. economy and a presidential election on the horizon, 2019 will be a pivotal year for selling your business. If you’re considering selling your company, you should begin the process sooner rather than later. If you wait too long, you could miss your window of opportunity to take advantage of optimal terms.

What’s the durability of your ESOP? Consider These Three Indicators

May 3, 2018

As ESOP companies mature, it’s important to assess the durability of their ownership structure in light of their strategic planning initiatives.

Is an ESOP right for my company?

April 24, 2018

Selling to an ESOP is one way to maintain a company’s existing operations and jobs within its community that may otherwise be replaced or absorbed when selling to an outside third-party acquirer.

Employee Ownership at Work

October 25, 2016

Employee ownership is an avenue to incentivize and reward employees while preserving company values.

Succession Planning for Privately Held Companies

September 13, 2016

Planning for succession can be one of the most challenging strategic decisions during a business owner’s career.

Preparing to sell a business

December 16, 2015

Preparing to exit a business can be a daunting task. Once the seller has gone through the process of determining the right time to sell, it can take a considerable amount of time and resources to prepare for the transaction before finalizing all the details.

The tax benefits of different corporate structures

October 14, 2015

While every business model has its own pros and cons in terms of tax efficiency, it can be worthwhile to examine alternative structures to optimize a company’s balance sheet.

Repurchase Obligations in the context of Corporate Finance

August 26, 2015

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

How do repurchase obligations impact ESOP-owned companies?

August 19, 2015

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

5 tips for streamlining the sale of a business

August 11, 2015

While the sale of a business can be a significant undertaking, now is a great time to explore the process.

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