The Internal Revenue Service (“IRS”) is undergoing a period of rapid and, at times, unpredictable transformation. Since January 2025, the agency has terminated thousands of employees, navigated its third commissioner…
Read More
Business valuation is the process of organizing, assessing, and reporting on detailed financial data to determine the most accurate and defensible value of your business at a given moment in…
Read More
One of the main advantages of an Employee Stock Ownership Plan (ESOP) is its ability to link an important retirement benefit for your employees to overall company performance. At the…
Read More
If your company has an employee stock ownership plan (ESOP), you are probably aware that shares from former employees who leave the company must be repurchased. This is known as…
Read More
As a business owner, there comes a time when you’ll want to start thinking about your ideal exit strategy. You’ve built your company, watched it grow, and now it’s time…
Read More
Employee ownership programs come in many forms, including stock options, profit sharing, and worker cooperatives. But by far the most common form of employee ownership in the U.S. is the…
Read More
One important element when considering partially or fully selling your company to an Employee Stock Ownership Plan (ESOP) are the many tax benefits that can be achieved. As opposed to…
Read More
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…
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.…
Read More
