When considering whether to transition your company to an Employee Stock Ownership Plan, one critical decision is whether the selling shareholder(s) should elect to defer (or avoid) capital gains taxes under IRC Section §1042. In our previous article, we outlined the importance of feasibility …
Selling Your Business: Understanding an ESOP
When considering ownership transition options, it's important to understand the various types of buyers and their implications. Among these options, selling to an Employee Stock Ownership Plan (ESOP) presents unique advantages as well as some potential drawbacks. Potentially the most flexible and …
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Selling Your Business: Understanding Strategic Buyers
Understanding the nuances of strategic buyers can significantly impact the outcome of your company's sale. Whether it’s confidentiality concerns, transaction forms, or employee impact, each buyer type brings unique considerations. Discover how to navigate these complexities and make informed …
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Selling Your Business: Financial Buyer Pro’s and Con’s
The term “financial” buyer is often used in the context of buyout offers made by institutions including private equity firms, family offices, or investment arms of public or private companies. While private equity firms and family offices both fall under the umbrella of financial buyers, these …
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