Kevin Long

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

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?