Since 1974 when Congress first created the tax incentives for employees to become shareholders with the creation of Employee Stock Ownership Plans (ESOP), nearly 14 million employees own stock in over 7,000 companies through ESOPs.  It ranges from companies as…

The following article first appeared in the April 2016 edition of Wealth Planning Update, published by Wells Fargo Bank.  We think it is worth reprinting for our readers. At some point, nearly every business owner faces a business transition. As…

Prospect Partners is one of the largest and most active private equity buyer focused on acquiring companies with revenues of >$10M but <$75M. A couple of years ago they released an article with this same title, and I thought it…

Almost without exception, all business sellers would prefer to get 100% of their selling price in cash at closing – and for some very good reasons. Most sellers have heard horror stories about other sellers who sold their business for…

It’s been estimated that the owner of a typical small- to medium-sized business has up to 90% of their personal net worth tied to their business.   Their retirement plan is simple:  Sell the business for a whole lot of money…

Since 1974 when Congress first created the tax incentives for employees to become shareholders with the creation of Employee Stock Ownership Plans (ESOP), nearly 14 million employees own stock in over 7,000 companies through ESOPs.  It ranges from companies as…

By: Len Russek, Transworld M&A Advisors Starting in 2018, the New Tax Law will have a “yuuge” impact on middle market businesses.  This is true whether you are at the point in life where it’s time to sell or if…

Recently I attended the visitation and funeral of a very successful businessman who started a precision metalworking company in a small, Midwest town that has grown to become a $145M, multinational company.   An anonymous employee who had never personally met…