When business owners retire or sell They have several options for how to handle the ownership transition. A good choice for many companies is an Employee Stock Ownership Plan, or ESOP, which can provide value and security to employees, help maintain the company’s...
You have built a company to be proud of, but now you are ready to start planning for new adventures in retirement. The ESOP option looks appealing, but you still have many questions. Where do you go from here? Created by the professionals in Katz, Sapper &...
When you are gone, who will carry the torch? Chances are, you have been giving this question some thought lately. You might be discussing options such as selling to a competitor or to a third party. Maybe you have even discussed selling the business to a group of key...
A family-owned construction company brought the Leading With Courage Academy in for a program on Everything DiSC for its top leaders and managers, including the president, CFO, and head of HR. Each person completed an Everything DiSC assessment. As part of the...
Retained by a mid-size, family-owned manufacturing company to further improve the relationship building skills of its 20-person sales force. Engagement included 360 DiSC assessments of each participant and a program to help them interpret and use their results. To...
Retained by a mid-size CPA firm to coach six income partners to prepare at least three of them to be ready for promotion to equity partner within six to nine months. Engagement included DiSC and 360 assessments, individual goal setting, monthly group coaching...
The Problem In 1975, our client acquired one of the largest distribution companies in their industry. He had been the sole owner of this Houston-based company for 42 years, built a strong management team, and structured the organization as a C-Corporation. The...
BACKGROUND Pet food component manufacturer Business consists of 3 LLCs 2 main owners in early 50's 3 locations with hundreds of employees Very low basis Large relative AAA attributable to main owners GOAL Main owners want to retain control Owners want partial...
BACKGROUND Work includes highway and bridge construction, overlay projects, water/ sewer construction, and sewage treatment plant construction C Corporation 4 shareholders Approximately 21 non-union employees Company value $20,000,000 GOAL Shareholders looking for an...
A long-standing OneAmerica ESOP client wanted to add rebalancing to their ESOP. Rebalancing is a technique used in ESOPs that have both stock and some other investments (such as cash) within the plan and basically allows an employer to rebalance the accounts of all...