Apple Growth Partners

ESOPs

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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Planning Ahead – Designing Your Succession Plan

Before you start, choose your destination Article #2 in the Succession Planning series By Toby Kaye, CPA/ABV | Manager, Tax I had discussed in the initial article about listing your desired exit outcomes in priority order during the planning phase. Any additional time spent on this phase clarifying your goals will pay dividends throughout the …

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Enterprise Value vs. Equity Value: What’s the Difference?

By Eric Flickinger, CPA/ABV | Manager, Business Valuation Have you ever tried to substitute diet soda for regular soda? It’s just not the same. Diet soda can leave a bad taste in your mouth if you are not prepared for it. Similarly, if you fail to understand the difference between enterprise value and equity value, …

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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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