ESOP Marketplace

What’s an ESOP? A Holistic View

What’s an ESOP? A Holistic View

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 don’t cover the other management or advisory views of “What is an ESOP?”  This article will cover the different perspectives.  To be clear, ESOPs...

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ESOP Governance Basics

ESOP Governance Basics

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.  There are about 15,000 publicly held companies, which means the vast majority of companies are privately held.  If you...

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ESOP Governance with Family Involved

ESOP Governance with Family Involved

Who hasn’t heard of a successful, hard-driving, dominant patriarch, who built a family fortune,  watch the family (and business) implode due to family conflicts? For ESOP companies with family in the businesses or closely held businesses, setting up trusts for their...

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Maximizing ESOP Valuation Values

Maximizing ESOP Valuation Values

To maximize the value of a company, reliable projections from a reliable management team is the most common predictor of success.  Valuation firms commonly use the "Discounted Cash Flow" or DCF as a key weight in valuating the company's stock value. That is why...

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Transitioning from an ESOP C Corp to S Corp

Transitioning from an ESOP C Corp to S Corp

The Corporate Structure ESOP companies who want to convert to subchapter S status must also take care of corporate structural issues on or before the conversion date. For example, if the ESOP was capitalized with more than one class of stock, the second class of stock...

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A Business Owner’s ESOP Checklist

A Business Owner’s ESOP Checklist

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 let them just walk away will be there. In the real world, however, there are not many buyers that will meet a seller's initial...

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