Kevin Long

What constitutes a “feasibility study” varies significantly between advisors who recommend them and clients who believe they need one or ask if they need one. For advisors, the differences stem from what their professional skills are, what they ...
[Read more] about Demystifying the ESOP Feasibility Study

It's October and that means it's Employee Ownership Month. Our guest today on the podcast is Dr. Corey Rosen, the founder of the National Center for Employee Ownership. NCEO is the foremost resource and catalyst for employee ownership and ESOPs. We ...
[Read more] about A New Golden Age for ESOPs?

Are you curious about all the tax advantages of Employee Stock Ownership Plans (ESOPs), but unsure how they apply to your unique situation? That's why, at Employee Benefits Law Group, we've developed The ESOP Tax Advantage Calculator™ – a powerful ...
[Read more] about Introducing The ESOP Tax Advantage Calculator™

Celebrate with us as we mark 25 years of tax-free employee-owned companies! In our latest podcast, Kevin Long explains the tax incentives for S corporation ESOPs that make this possible and with his special guest takes us on a journey through the ...
[Read more] about Celebrating 25 Years of Tax-Free Employee-owned Companies

Private equity has recently started employing ESOPs in their leveraged buyout transactions. It looks like strange bedfellows since they serve opposing interests. It’s touted by private equity and is being hailed by some in the ESOP arena as a great ...
[Read more] about Private Equity Is Going to Give ESOPs a Bad Name

It's ESOP valuation season and forecasting earnings is at the heart of this strategic analysis exercise. In this uncertain economy, it's worth refocusing on the methods, process, and approach that provide a sound basis for a prudent appraisal. In ...
[Read more] about Forecasting for ESOP Valuations in an Unpredictable Economy