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.
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.
AKRON, Ohio – (August 12, 2021) – Apple Growth Partners (AGP), award-winning accounting and business advisory firm, has announced staff promotions effective July 1. Six employees earned career advancement due to their commitment to the firm’s clients, including three members of the firm’s business valuation department. Business valuation department: Bethany (Dria) Lawrence, ASA, manager Eric …
Apple Growth Partners Announces Promotions, Top 300 Consecutive Ranking Read More »
Surprise – a brand new episode out today! Chuck and Brittany talk to tax expert Robert Jackson and estate planning experts Eric Flickinger and Matt Silla about the impact of the election results on estate tax and possible tax changes for business owners, including what to do next about the PPP loan and forgiveness. A …
Special Episode: Post-Election Tax Considerations Read More »
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 …
NEW: AGP’s Crisis Cash Management Tool Wednesday, April 15, 2020 To those affected by COVID-19, The events that have unfolded over the last month continue to resonate and impact us in many ways. Our daily lives have been turned upside down, and normalcy, and daily routines have been redefined. However, what we have seen is …
Are You Managing Cash Strategically through COVID-19? Let’s Find Out. Read More »
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 …
Valuation Updates in Light of the Changing Economy Read More »
Senior manager Matt Silla, ASA, CFA, will be presenting at the National Business Institute Seminar – The Mini MBA for Attorneys. The program will take place on Tuesday, November 12, 2019 from 9:00 AM – 4:30 PM. The seminar will be located at the Hilton Garden Inn Toledo Perrysburg, and attendees will receive 6.00 OH …
Apple Growth Partners’ Matt Silla Presenting for NBI Seminar 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 …
