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 ...
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ESOPs Don’t Improve Company Performance? What?
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 ...
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The Epic Tale of the RobbJack Corporation ESOP– An Interview with Their Chairman of the Board, Mr. David Baker
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 ...
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Why Do ESOP Transactions Take So Long to Complete?
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 ...
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Let Them Eat Stock
There is more to equity compensation than just giving your employees stock in the company. In this podcast episode, Kevin Long addresses common overbroad assumptions about equity compensation and how an equity readiness survey helps you determine ...
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Tax-Deductible Dividends: A Win for Employers and Employees
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, ...
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