ESOP Articles

Posted on Dec 21, 2021 As the country focuses its attention on COVID-19, and with most of the nation under strict “stay-at-home” orders allowing only essentia ... [continue]
Posted on Dec 21, 2021 As the country focuses its attention on COVID-19, and with most of the nation under strict “stay-at-home” orders allowing only essentia ... [continue]
Posted on Dec 21, 2021 KSM’s Mark Flinchum and Andy Manchir with the firm’s ESOP Services Group joined the National Center for Employee Ownership (NCEO) ... [continue]
Posted on Dec 21, 2021 KSM’s Mark Flinchum and Andy Manchir with the firm’s ESOP Services Group joined the National Center for Employee Ownership (NCEO) ... [continue]
Posted on Dec 21, 2021 What will happen to the trucking company that you’ve spent a lifetime building when you retire? Can selling to an ESOP make the transition of ... [continue]
Posted on Dec 21, 2021 What will happen to the trucking company that you’ve spent a lifetime building when you retire? Can selling to an ESOP make the transition of ... [continue]
Posted on Dec 21, 2021 You may be fortunate to be employed at one of the 6,500 companies in the U.S. that sponsor an employee stock ownership plan (ESOP). If not, perhaps ... [continue]
Posted on Dec 21, 2021 You may be fortunate to be employed at one of the 6,500 companies in the U.S. that sponsor an employee stock ownership plan (ESOP). If not, perhaps ... [continue]
Posted on Dec 21, 2021 After working hard to build a successful business, you want to see it live on after you hand over the reins to the company. Who knows your business ... [continue]
Posted on Dec 21, 2021 After working hard to build a successful business, you want to see it live on after you hand over the reins to the company. Who knows your business ... [continue]
Posted on Dec 15, 2021 Employee Stock Ownership Plans (ESOPs) are the most common and successful employee ownership model in the U.S. and have become a popular alternativ ... [continue]
Posted on Dec 15, 2021 In addition to its well-known structural benefits, an ESOP can be an extremely attractive incentive plan for business owners who have a pool of str ... [continue]
Posted on Dec 15, 2021 An employee stock ownership plan – better known as an ESOP - can be an attractive and tax efficient alternative for owners of private compani ... [continue]
Posted on Dec 15, 2021 Every year, the National Center for Employee Ownership (NCEO) publishes a list of the nation’s 100 largest employee-owned companies. In 2020, ... [continue]
Posted on Dec 15, 2021 The National Center for Employee Ownership (NCEO) publishes an annual list of the nation’s 100 largest employee-owned companies. Co ... [continue]
Posted on Dec 15, 2021 While many businesses and their owners wish to close an Employee Stock Ownership Plan (ESOP) transaction by or on December 31, the importance of do ... [continue]
Posted on Dec 15, 2021 Employee ownership can be an attractive option for owners looking to sell their business while maintaining their legacy and protecting the wellbein ... [continue]
Posted on Nov 30, 2020 The significant role that family businesses play in our economy is unmistakable: As of data from 2019, as much as 57% of U.S. GDP is attributed to ... [continue]
Posted on Oct 08, 2019   By Kyle Seymour and Lee Eisenstaedt     There are about 7,000 organizations with Employee Stock Ownership Plans (E ... [continue]
Posted on Oct 03, 2019   "In case of emergency, break glass." You've seen that warning many times. But when it comes to addressing leadership c ... [continue]
Posted on Oct 03, 2019   Whenever I talk to leaders and managers about self-awareness, someone usually says, "I don't need any of that. I'm alr ... [continue]
Posted on Mar 25, 2019 By: Gregory K. Brown and Louis L. Joseph HIGHLIGHTS: • Some retirement plans, including employee stock ownership plans (ESOPs), have ... [continue]
WHAT IS A REPURCHASE OBLIGATION? by Edward (Ed) Wilusz
Posted on May 24, 2018 The repurchase obligation (or repurchase liability) is the legal obligation of a privately-held ESOP company to buy back shares of company stock fr ... [continue]
Posted on Nov 13, 2017 Congratulations are in order for the team of Butterfield Schechter LLP. On November 2, 2017, the firm announced that they had received a San Diego ... [continue]
Posted on Feb 01, 2017 If you've spent most (or all) of your professional career building a small- to mid-size business, and you've reached the point where you ne ... [continue]
Posted on Oct 05, 2016 To build an ownership mindset, we must engage employees. How to do it? Employee engagement is about honoring, recognizing, and uplifting people. It ... [continue]
Posted on Aug 30, 2016 It is no surprise the baby boomers, born between 1946 and 1964, are looking to retire as they turn age 65 at a rate of 10,000 a day for nearly the ... [continue]
Posted on Aug 30, 2016 By: Daniel M. Zugell, CLU, ChFC, LUTCF and Samuel A. Landman J.D., LL.M. With 10,000 baby boomers (those born between 1946-1964) turning 65 eac ... [continue]
Posted on Aug 30, 2016   History of ESOPs in S Corporations Daniel M. Zugell, CLU, ChFC, LUTCF Pete Shuler Fred H. Thomas History of ESOPs in S Corporations ... [continue]
Posted on Aug 30, 2016 Two bills have been recently introduced in the United States Congress to promote employee ownership to perpetuate American businesses and provide r ... [continue]
Posted on Mar 15, 2016 One of the most important fiduciary responsibilities of an ESOP trustee is to establish the annual stock price. This can be accomplished by seeking ... [continue]
Posted on Oct 16, 2015 When a former employee is being paid his stock from an ESOP, and he has the right to "put" the shares back to the company or the plan, th ... [continue]
Posted on Oct 16, 2015 What is rebalancing?  It is peculiar to Employee Stock Ownership Plans (ESOPs).  In its Response to Technical Assistance Request (#4) (ht ... [continue]
Posted on Jun 04, 2015 Sometimes, families working in the business have conflicts caused by the differences with behaviors and expectations.  Some of these famil ... [continue]
Posted on Apr 17, 2015 In simple terms, Management Training is the process of educating the pupil with best practices, skills development, and management theory.  Le ... [continue]
Posted on Apr 03, 2015 What’s an ESOP? There are a number of articles on the legal translation of the answer for “What is an ESOP?” and yet they d ... [continue]
Posted on Apr 02, 2015 In the world of corporate tax returns, there are about 6 million tax returns filed each year with about half being C-Corps and the other S-Corps. ... [continue]
Posted on Apr 02, 2015 Who hasn’t heard of a successful, hard-driving, dominant patriarch, who built a family fortune,  watch the family (and business) implode ... [continue]
Posted on Apr 02, 2015 To maximize the value of a company, reliable projections from a reliable management team is the most common predictor of success.  Valuation f ... [continue]
Posted on Apr 02, 2015 The Corporate Structure ESOP companies who want to convert to subchapter S status must also take care of corporate structural issues on or be ... [continue]
Posted on Apr 02, 2015 by Kevin G. Long, Esq. Most business owners assume that when they are ready to retire/sell/move on, that all-cash buyers or buyers that l ... [continue]
Posted on Jul 23, 2014 The original article appeared in EMPLOYEE BENEFIT PLAN REVIEW. Owners of closely held businesses under-utilize Employee Stock Ownership Plans ( ... [continue]
Posted on Jul 23, 2014 Many engineering and construction firm owners will be retiring in large numbers in the coming years. Those whose children don’t want the fami ... [continue]
Posted on Jul 23, 2014 Traditionally, employee stock ownership plans (ESOPs) are used as a vehicle to facilitate the retirement of the sole (or majority) shareholder of a ... [continue]
Posted on Jun 27, 2014 Family-owned businesses, a key pillar in the American economy, make up a significant number of the privately held companies across our country. Alt ... [continue]
Posted on Feb 07, 2014 A question we are often asked by business owners in the exit planning process is similar to the following: “Would it be more financially ... [continue]
Posted on Feb 07, 2014 Eventually, every business owner will exit his or her business – whether voluntarily or otherwise. At that time, every owner wants to accompl ... [continue]
Posted on Oct 10, 2013 Employee Stock Ownership Plans give your employees a slice of the ownership pie. When it comes to deciding upon an exit strategy, owners of ... [continue]
Posted on Oct 10, 2013 You’ve owned your business for years. You’ve grown it, nurtured it and now the time might be approaching for you to move on. After so m ... [continue]
Posted on Oct 10, 2013 Whether selling your business or engaging in a transaction that requires a valuation, knowing what your company is worth will give you a competitiv ... [continue]
Posted on Oct 10, 2013 There are several paths you can take when it comes time to transition ownership of your business. How do you determine which one is right for you? ... [continue]
Posted on Oct 10, 2013 If you’ve ever sold a home, you know how complicated it can be – the seemingly endless paperwork, the frantic attempts to clean the hou ... [continue]
Posted on Oct 10, 2013 For the owners of closely held businesses considering ownership transition, the number of ownership transition options available may not be known. ... [continue]
Posted on Jul 15, 2013 The Modern ESOP and Fair Market Value After the End of Tax Cuts by Keith D. Butcher, John A. Kober, and Jason C. Ray Read in PDF format ... [continue]
Posted on Dec 03, 2012 So, You’re An ESOP Trustee By Tracy E. Woolsey and Glenn W. Ball Many trust companies and departments find themselves acting as trust ... [continue]
Posted on Jan 07, 2012 Governance in the Dictionary means: “to Govern.”  The Dictionary term for Govern is: “to direct the actions and behaviors of ... [continue]