Smart Business

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

May 3, 2018

As of March 2018, the National Center for Employee Ownership (NCEO) estimates that there are roughly 6,700 Employee Stock Ownership Plans (ESOPs) in the United States, with the vast majority created prior to 1997. Just like any other business, ESOP companies must identify value creation opportunities for equity shareholders. As ESOP companies mature, it’s important… Read more.

Craft Breweries and ESOPs: Leaving a Legacy

April 4, 2017

The Colorado General Assembly recently passed House Bill 1214 (as referenced in the Gazette) which encourages employee ownership of existing small businesses. The bill specifically provides financial assistance to businesses converting to employee ownership and also directs staff at the Colorado office of economic development to be educated on the benefits of employee ownership. Some… 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.

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.

A Review of M&A Activity in 2015 [Infographic]

February 16, 2016

Amidst attractive lending conditions, strong company performances and robust private equity activity, many business owners have turned to merger and acquisition (M&A) opportunities with two distinct goals in mind: to expand operations, or exit their businesses in order to diversify their wealth and pursue greater liquidity. The year in M&A activity Interest rates have been… Read more.

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.

Four ways to maximize a company’s value before sale

October 7, 2015

After years of dedication and investing the great majority of their equity in their company, no owner wants to settle for less than the full value of their business.

How do repurchase obligations impact ESOP-owned companies?

August 19, 2015

Employee Stock Ownership Plans (ESOPs) were originally created as retirement benefits for employees. In order for ESOP participants to realize the value of the stock, the company will buy back shares that were allocated to the participant accounts. Based on section 409(h) of the Internal Revenue Code, these repurchase obligations require that privately-held ESOP companies… Read more.

Larger salaries, bonuses not the only fix for better worker morale

October 27, 2014

For many business owners, figuring out how to keep worker morale high is an essential part of ensuring continued success.

next »

Get our e-newsletter