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What the 2024 Election Could Mean for ESOPs: Potential Impacts and Implications

Consider the Life Cycle: Strategies for a Sustainable ESOP

Employee Ownership, If You Can Keep It: A Guide to ESOP Sustainability

ESOP Repurchase Obligations and the Impact on Your Company Valuation

Understanding Your Finances Post-ESOP Transaction

6 Reasons Why Your ESOP Might Need a New Valuation Firm

Colorado Companies: Kick-Start the Succession of Your Business with a Tax Credit of up to $150,000

Discover the Power of ESOPs: A Detailed ‘WIIFM’ Guide

5 Key Reasons ESOPs Are an Effective Estate Planning Tool

Sell or Hold? An Important Question for ESOPs

Why Aren’t There More ESOPs? Insights on ESOP Sustainability

Navigating Stormy Seas: Market Considerations for ESOP-Owned Companies in the New Year

More Skin in the Game: Why Your ESOP Needs an MIP

What’s New and Exciting in the Employee Ownership Community...?

ESOP and Estate Planning Case Study

More Cash, Less Tax: Refinancing Your ESOP Seller Note for Liquidity

ESOPs & Changing Tax Law: Impact to ESOP-Owned Companies

The Role of an ESOP Trustee, and How to Choose One

Considerations for Your Distressed ESOP

ESOP Ownership: Partial vs 100%

Want a Successful ESOP? Avoid These Top 7 Mistakes

Private Equity Groups & ESOPs: An Unlikely Duo

How ESOPs Inspire a Culture of Ownership

ESOP Tax Advantages

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We’ve been providing middle-market business owners with sophisticated financial services since 1997. Over the years, we have established a well-deserved reputation as a trusted partner and skilled team member, providing sound advice and top-notch service. You can depend on us to deliver maximum results.

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