In this podcast, we look at the fundamentals of ESOPs, their benefits, drawbacks, and when and where they are a good fit for a business owner who is seeking a transition of ownership. ESOPs offer business owners a viable exit strategy, especially if they do not have a clear succession plan. …
ESOP Transactions & The Current Debt Markets – Are Deals Getting Done?
While 2022 was a challenging year for many index funds and most everyone’s 401(k), private market buyouts and ESOP transactions remained relatively robust, in terms of both valuation and transaction volume. In this month’s episode, Chris and Chase sit down to unpack how, even amid rising interest …
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Recent Team Promotions
In recognition of the ongoing performance of our team at a high level, we are pleased to announce the promotions of the following individuals. Promotions Please join me in congratulating Chase, Michael, and Matt on these well-deserved promotions. …
Q4 ESOP Outlook: Topics, Trends & Takeaways
As overall M&A activity in the U.S and around the world cools off, new ESOP formations continue to show high levels of activity, even amid turbulent macro conditions. In this month’s edition of What’s Next, Chris and Chase share their insights on how the market for ESOP transactions can be so …
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