Kevin Long

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

There has always been the notion that ESOP companies outperform their industry peers, are more resilient in recessions, lay off fewer people, have more satisfied workers, lower turnover, and on and on. The research is well documented and ...
[Read more] about ESOPs Don’t Improve Company Performance? What?

It's employee ownership month. But, most people have never “met” an ESOP company. There is no better way to appreciate the ESOP phenomenon than encountering one firsthand.  Whether you are an advisor, company owner, executive, or employee, you ...
[Read more] about The Epic Tale of the RobbJack Corporation ESOP– An Interview with Their Chairman of the Board, Mr. David Baker

Why do ESOP transactions cost so much? The truth is they don't have to. The timing for the ESOP transaction can be largely managed and expedited by the client. There are several things that the client should and must do to move the transaction and ...
[Read more] about Why Do ESOP Transactions Take So Long to Complete?

Tax-deductible dividends! The powerful, but forgotten incentive for your employees. What?! What if you could grant or bonus stock to your employees and your company could deduct the price of the shares?  What if you could then declare, ...
[Read more] about Tax-Deductible Dividends: A Win for Employers and Employees