During the past few years, it has become almost impossible to read anything about corporate America or public investing without hearing about a company or investment fund’s Environmental, Social and Corporate Governance (ESG) factors. ESG factors are those that allow investors and consumers to better understand how a company “behaves.”
Read MoreWhen it comes to choosing an ownership transition strategy, owners of closely held businesses have a lot to think about. What transition options are available? And which of these options are a good fit for the goals of both the owner and the company? Clear and cogent answers to these questions can be elusive.
Read MoreCorporate Governance is the process of allocating authority and responsibility among the company’s shareholders, board of directors and management. Many privately-owned companies have one shareholder who typically wears many hats — shareholder, director (usually the only one) and the CEO. There really is no question who runs these companies.
Read MoreShareholders and owners of closely-held businesses who are looking for the right exit strategy to diversify their portfolio and plan for the next phase of life have numerous alternatives to consider.
Read MoreAn employee stock ownership plan (ESOP) is required to have a trustee. Let’s learn more about their important role.
Read MoreA small-business owner is looking for an exit strategy and likes the idea of selling to their employees. But after investigating employee stock ownership plans, the owner decides that the upfront and annual costs of an employee stock ownership plan (ESOP) are too much.
Read MoreThe ERC has evolved since its inception, and the IRS has issued several rounds of guidance to help clarify the rules about how organizations can claim the credit. Here’s what your ESOP needs to know about qualifying for the ERC.
Read MoreForward-thinking business owners want to create a succession plan that preserves their legacy and benefits the organization. Understanding employee stock ownership plans, ESOPs, and how they can impact a business, the employees and a community can be a perfect option for savvy leaders to explore.
Read More