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 …
By Matt Silla, ASA, CFA | Senior Manager – Business Valuation As a business owner, you have to make many decisions, including how, and when, it’s time for you to move on from your business. The process of stepping away from your company can be difficult, but proper planning can ensure that you and your …
If you’re considering retirement, when should you get your business valuated? And also, doesn’t your accountant already know your businesses value? Today, we discuss these two critical questions for all business owners, even if you’re not thinking about retirement. Chuck and Brittany are joined by Matt Silla, a professional valuator from Apple Growth Partner’s business …
Would you buy a house without an inspection and appraisal? Business valuation is the “appraisal and inspection” part of buying or selling a business. Jason Bogniard stops by the studio to talk about why all business owners should have an updated valuation completed to know the value of their company at any time. You never …
By Eric Flickinger, CPA/ABV Signed into law by President Trump on August 13, 2018, the John S. McCain National Defense Authorization Act includes a section supporting the formation of employee stock ownership plans (ESOP) and cooperatives. The actual section buried in the defense bill can be found here (click here to access the full law). …
By Eric Flickinger, CPA/ABV Each year, Apple Growth Partners issue updated annual valuations to many ESOP companies. We typically see and feel the excitement of growing stock prices from everyone at the Company, except for one person – the CFO. Commonly, the first thought from the CFO with a growing stock price is “My repurchase …
How Does ESOP Repurchase Obligation Impact My Valuation? Read More »
