The Time is Right for ESOPs

In today’s business climate, business owners considering liquidity are facing challenging times in the marketplace. The reason: fewer buyers, with those active in the marketplace being more discerning in their acquisitions. In addition, businesses are receiving lower valuations compared to…

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An Acquisition Friendly Environment

Opportunity knocks, but doesn’t always answer to its name. — Mason Cooley As our national economy struggles to regain its stride, it has created an environment that is fortuitous for some and perilous for others. Just like public companies, private company…

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Valuing an ESOP: Valuation Assurance

“It is courage based on confidence, not daring, and it is confidence based on experience” -Dr. Jonas Salk Congress created ESOPs (Employee Stock Ownership Plans) to foster employee ownership so that employees might share in their employers’ successes. To induce owners…

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Sub Debt Funding

“The Constitution guarantees you the pursuit of happiness… but doesn’t guarantee to finance the chase.”  With the senior lending markets tightening over the past few years, Sub Debt is becoming an attractive alternative for capital. It is an excellent capital source…

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