Industry Specific

4 Questions with HB Global, LLC

October 14, 2019

Since 1914, HB McClure has served homes and businesses by providing premier residential, commercial, and mechanical design services. They have always been dedicated to empowering their employees to connect with their communities and to serve as trusted advisors to build lasting client relationships. In 2010, they sold their company back to its employees through an ESOP.

5 Questions with DAI

August 30, 2019

Jim Boomgard, President & CEO of DAI, has worked on the forefront of economic development issues for more than 30 years in more than 30 countries. We sat down with Jim for a Q&A to discuss his company’s mission, his outlook on the industry and the future of international development.

7 Questions with Destinations by Design

August 20, 2019

Destinations by Design (DBD) provides high-quality management, event and design services to the incentive, corporate and social markets. We had the opportunity to work with their founders in 2018 to transition ownership to their employees. 

7 Questions with Industry Leader Our State Magazine

August 5, 2019

We had the pleasure to work with Our State Magazine on their sale to a 100% Employee Stock Ownership Plan (ESOP). We recently checked in with Bernie Mann, President & Publisher, for his insights on the future.

Craft Breweries and ESOPs: Leaving a Legacy

April 4, 2017

As of 2015, New Belgium was the fourth-largest craft brewery and eighth-largest overall brewery in the United States, and today is 100% owned by an Employee Stock Ownership Plan (ESOP).

Succession planning for trucking companies [Part 2]

October 14, 2014

When it comes time to retire, all business owners need a succession plan for their company.

Succession planning for trucking companies [Part 1]

July 1, 2014

In a post-recession economy, all business owners need to preemptively prepare their companies for ownership transition well before their retirement and understand the types of transactions that can facilitate a change in ownership.

Subscribe to our blog