Mergers & Acquisitions
Articles
Step-by-step guide to setting up an ESOP
October 26, 2022
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
September 28, 2022
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
Footnote
July 28, 2022
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
July 21, 2022
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)?
June 22, 2022
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
May 19, 2022
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
March 8, 2022
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?
February 3, 2022
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
December 28, 2021
Forward-thinking business owners want to create a succession plan that preserves their legacy and benefits the organization.
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