Finding quality people has always been hard. Now more than ever, keeping them seems even harder. As we enter 2022, most experts agree that the post-Covid world will never fully return to the workplace of old. In light of this reality, what strategies can you use to effectively retain and incentivize …
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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Why Consider an ESOP? Is it Right for Me?
When facing a business transition, business owners have a variety of options that include a sale to outside or inside parties. A sale to inside parties can be achieved through a direct sale, or through the use of an Employee Stock Ownership Plan (ESOP). For business owners without an established …
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 …