Every privately held company, whether owned by individuals, a family or private equity firm, must go through ownership transition at some point. When the time comes, an owner has several options: ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. For estate planning advisors and their clients, this resurgence raises an ...

Oftentimes, owners of specialty contracting firms wish to access some of the value they have built up in the business, while others may be approaching retirement and looking to move on. Many business ...

There are many ways to exit a business, some of which include complete or partial liquidation, or transfers of ownership via mergers and acquisitions, or through business brokers. One ...

Steve Mayer, CEO, Burr Pilger Mayer, Inc. When business owners think about succession planning, they often picture selling to a competitor, a private equity firm or their management team. But there’s ...

ESOP is a form of employee benefit plan that incentivises employees with company stocks. Employee Stock Ownership Plan (ESOP) is a form of employee benefit plan designed to incentivise employees by ...

The retirement savings crisis – go here for smart and unbiased analysis – is one of the greatest problems the U.S. economy faces. And there has been little done to fix the problem in recent years.

An Employee Stock Ownership Plan, or ESOP, is a qualified retirement program in which employees receive shares of the business rather than stock. ESOPs are said to be “qualified” because they qualify ...

Employees participating in an ESOP receive shares in the company. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions ...

Turns out ESOPs can make your company less competitive, according to a recent survey published in the spring 2020 NCEO bulletin. Despite the obvious benefits of an ESOP–not the least of which is ...

More than 350 ESOP-owned companies in Stout’s valuation portfolio produced a 17.3% average annual return, surpassing the S&P at 11.9%. Equity returns on employee stock ownership plans have outpaced ...