ESOPs In Action and Establishing a Legacy
What is an ESOP? Employee Stock Ownership Programs (ESOPs) have become increasingly popular among companies as a way to engage and retain employees while also
Why Should a Business Owner Work With a CExP?
You’ve put in the effort to recognize how essential it is to have a well-structured plan in place when a business owner is ready to
Legacy Planning in Your Exit
When it comes to building a legacy after retirement, Avoiding Exit Planning Mistakes early on in the Exit Process can save your client both time and money.
Be Proactive: Avoiding Exit Planning Mistakes
At the cornerstone of a functional Exit Plan, your job as the business advisor is to guide the business owner so that the business can live on after the owner exits.Â
Selecting the Best-Suited Successor to the Business Owner
Every exit path requires a solid planning and implementation foundation. At the cornerstone of a functional Exit Plan, your job as the business advisor is to help select the best-suited successor to the business owner so that the business can live on after the owner exits.Â
Choosing the Right M&A Option for your Clients
This week, one of our newest partners, CSG Partners, gives a high-level overview of multiple M&A transaction types and the pros and cons of each.