Owning and leading a closely held business can be time-consuming, requiring absolute focus from its owner(s). However, it is essential to take time to reflect on the future of the business and its leaders.
It’s the number which needs no formal introduction, and it’s an elephant in the boardroom of every business in America whether acknowledged or not.
If you’ve decided to take a closer look at an Employee Stock Ownership Plan (ESOP) for your succession plan, you may be wondering what the next steps are. The typical next step is an ESOP feasibility study.
Inflation hedging requires counterintuitive thinking but with persistence and vigilance, we will all arrive at the new normal unscathed. Historically, inflation raises prices, wages and input costs to a new level and then flattens out (relatively speaking). Deflation typically does not occur, and so, the exercise of adjusting has an end to it, thankfully.
By Kimberly Robison, CPA | Senior Associate, Business Valuation Understanding and determining the value of a business is a service provided by trained and certified business appraisers. In domestic relations court, the court often turns to experienced and credentialed professionals to value marital assets, such as a privately held business. The first step to the …
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Did you know 60% of adults don’t have an estate plan? But as our guest Andrew Pfeiffer says, if you don’t have a plan, probate court does. Andrew joins Chuck & Brittany today to talk about the benefits of estate planning as a critical component of personal finance planning. Andrew is an attorney specializing in …
By Matt Silla, ASA, CFA If you’ve decided to take a closer look at an Employee Stock Ownership Plan (ESOP) for your succession plan, you may be wondering what the next steps are. The typical next step is an ESOP feasibility study. This process is important in providing information to shareholders considering selling shares to …
