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Mergers & Acquisitions


Step-by-step guide to setting up an ESOP
There are many things to consider before you set up an ESOP. Here are seven steps to take to help you determine whether an ESOP is right for you.

Benefit corporations and employee ownership: A legal and ownership structure for the future
There is a way that a company can maximize its sustainability, profitability and socially conscious structure simultaneously: adopt the legal status of a benefit corporation and become employee-owned, either in whole or in part.

The hand of private equity in accounting firms [MNCPA]
Private equity is reaching into the accounting world, but why — and what’s the trade-off for CPA firms?

The pros and cons of ESOPs: Weighing your options
When it comes to choosing a business transition strategy, owners have a lot to think about. For those considering an employee stock ownership plan, it is important to begin with a basic understanding of the pros and cons of an ESOP.

Who runs a company owned by an Employee Stock Ownership Plan (ESOP)?
An ESOP operates as a trust, which has two separate features of ownership like any other business. The difference is who is responsible for these features.

Tax treatment of ESOPs: Your guide to Internal Revenue Code Section 1042
For shareholders who meet certain conditions and requirements, Section 1042 of the Internal Revenue Code provides an opportunity to defer capital gains taxes on a business sale.

Role of the employee stock ownership plan trustee
Independent or not, a trustee’s duties are the same. And as a fiduciary, they are required to act solely in the best interests of the participants and their beneficiaries.

Your client is interested in an ESOP: Why do they need a feasibility study?
An ESOP can be a great way for a business owner to transition their business and give back to their employees, but it’s not ideal for everyone. Before you move forward, it’s wise to crunch some numbers to make sure it is a viable option.

What you should know about financing an ESOP
Forward-thinking business owners want to create a succession plan that preserves their legacy and benefits the organization.

CPA firms: Expect the unexpected [MNCPA]
Don’t forget to incorporate the BOA rules into your succession-planning discussion. Doing so will help you to avoid complications, especially if non-CPA owners are involved.

Legacy and groceries:
After you retire, do you plan to eat or to buy groceries? If you answered yes, you may want to consider an ESOP.

Is an ESOP the right exit strategy for you?
Though ESOPs can be relatively complex, they are often an excellent succession tool for a seller that can provide significant tax and intangible benefits.

Exit planning strategies for business owners [MNCPA]
As baby boomers approach retirement age, the Minnesota business landscape faces the exit of a significant share of the workforce. But there is a beacon of light.

My client asked me about an ESOP; what do I need to know?
Employee stock ownership plans may be the right business succession tool for your clients who are nearing retirement. Hillary Hughes shares important facts about ESOPs.

The state of mergers and acquisitions [MNCPA]
With the M&A market finally slowing down at the end of 2019, the global pandemic and resulting market volatility appear to be accelerating the slowdown.

3 fresh approaches to employee surveys for branding
Your employees have a lot to tell you, but only if you ask the right questions to the right employees.

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