Apple Growth Partners

ESOP

The ESOP 1042 Transaction Could Become More Attractive For Selling Business Owners

By Matt Silla, ASA, CFA | Principal October 12, 2021 The U.S. House of Representatives recently released a bill impacting both personal and corporate taxes for those above certain income levels. While the ultimate outcome of what will become law is unknown, business owners should begin to assess potential changes and what they could mean …

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Apple Growth Partners Included in Expert Panel for Ohio Employee Ownership Center Virtual Conference

Apple Growth Partners Included in Expert Panel for Ohio Employee Ownership Center Virtual Conference AKRON, Ohio – (August 6, 2020) – Award-winning firm Apple Growth Partners will be participating in the Ohio Employee Ownership Center (OEOC) virtual conference on August 20. The panelists will answer technical questions regarding how stock value is determined, explain plan …

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Valuation Updates in Light of the Changing Economy

Apple Growth Partners ESOP Team | Davin Gustafson, Matt Silla, Eric Flickinger March 24, 2020 Dear Clients and Friends: We have been closely monitoring the ever-changing situation with COVID-19 and continue to discuss how this will impact our clients. We are also answering many questions about the impact of the COVID–19 virus and resulting changes …

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Explaining Guideline Public Company Method for ESOP Participants (In an Easy Way)

By Eric Flickinger, CPA/ABV | Manager, Business Valuation Educating employees about the company’s financials can go a long way to maximize employee engagement. Going a step further, teaching participants the basic concepts of how valuation methods work can empower participants to drive company value. Unless your participants are financial experts, communicating any valuation method will …

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ESOP 101: What Owners Need to Know about Employee Stock Ownership Plans

By Dave Gustafson, J.D. | Principal – Business Valuation One of the biggest decisions a business owner can make is how they want to handle the succession of their company. While many employees can retire and move on with their life, an owner has to consider several things, including who is going to succeed them …

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Understanding Discounted Cash Flow Method

Key Points to Communicate to ESOP Participants By Eric Flickinger, CPA/ABV | Manager, Business Valuation The discounted cash flow (DCF) method is an advanced topic in financial courses. So, explaining the process to individuals that haven’t spent time studying finance can be somewhat complicated. However, if you’re an employee stock ownership plan (ESOP) participant, it’s …

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Ep18: How (and When) to Sell Your Company to Your Employees

If you’re a business owner considering the next phase of your legacy, have you considered selling the company to your employees through an Employee Stock Ownership Plan (ESOP)? A viable option for succession planning, ESOPs provide business owners the freedom to exit their company on their own terms, while rewarding employees and offering skin in …

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