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…
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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…
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…
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…
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…
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…
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….
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.”
