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 …
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 …
Ep18: How (and When) to Sell Your Company to Your Employees Read More »
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 …
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 »
