Is an ESOP Right for Your Business?

An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan trust that purchases the current sharesholders’ stock at fair market value. This plan is designed to provide employees with an ownership stake in the company and align their interests and goals...

Is Your Business Ready? Are You?

Exit Planning goes far beyond the concept of leaving the business. It addresses various issues that can positively affect the business’ value, cash flow, and overall operational performance. Even if you aren’t ready for a future outside your business just yet, taking...

Document The Secret Sauce

Many business owners are successful because they have a “secret sauce” that differentiates their company from competitors. In order to maintain business value, you will need strategies in place to ensure that future owners won’t face any roadblocks when you decide to...