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 exactly why we developed the ESOP Tax Advantage Calculator™—a powerful tool that demystifies ESOP tax ...
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Celebrating 25 Years of Tax-Free Employee-owned Companies
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 ...
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Private Equity Is Going to Give ESOPs a Bad Name
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 ...
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Forecasting for ESOP Valuations in an Unpredictable Economy
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 ...
[Read more] about The Epic Tale of the RobbJack Corporation ESOP– An Interview with Their Chairman of the Board, Mr. David Baker