Not All ESOP transactions are created equally. Join Will Rodriguez and 3 of his esteemed colleagues as they discuss the team, process, and steps necessary to improve deal outcomes…
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New to ESOPs? Join Vision Point Capital’s Will Rodriguez and Berman Hopkin’s Phillip Hayes as they discuss what ESOPs are, how they work, and when they are a good…
Family-owned businesses are the heart and soul of the American economy. And when it comes time to retire and pass the company on to your children, succession planning is key.…
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The sale of your business is potentially the most important financial decision you’ll ever make, and many business owners fail to prepare for it properly. According to a Small Business…
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If you google “Business Valuation Calculator”, you’ll get a ton of results promising fast, easy business valuations for the very low price of “free”. Well – kind of free. Chances…
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While COVID-19 disrupted businesses worldwide, in the world of mergers and acquisitions things are as hot as ever. By now, many have adapted to a post-COVID outlook and are wheeling…
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In the past decade, Employee Stock Ownership Plans (ESOPs) have increased in popularity as a way for business owners to exit while keeping things “business as usual.”
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