This month we’re joined by our very first guest on the podcast, Mike Flesch of Alerus Financial. In his role with Alerus, Mike serves as the independent and institutional trustee for a number of employee-owned companies, and he stopped by the studio (office) to talk with Chris Kramer about what an …
Dealing Through the Pandemic: 5 Ways COVID is Changing M&A
In the early days of the pandemic, deal making in the middle-market came to a sudden and startling halt. Since then, overall M&A activity has reached a frenzied pace across virtually all industries and market segments and shows virtually no signs of slowing down. In this month’s episode, Chris …
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Getting from A to ESOP
In Episode 5, we tackle the question of how to figure out if an ESOP is potentially the right strategy for you. Unlike 401(k)s or other common retirement plans, implementing an employee stock ownership plan generally requires a formal purchase and sale of shares, with preparation, negotiation, and …
You’ve Been Approached by a Buyer — Now What?
In Episode 4 of What’s Next Hosted by Acuity Advisors, Chris Kramer and Chase Hoover talk about what to do if you are approached out of the blue by a serious buyer offering to acquire your business. They’ll talk about how to respond initially, why it’s important to get a good team in your corner …
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