Butcher Joseph & Co.

NOVEMBER 21, 2023

Keith Butcher discusses the interplay between Private Equity and ESOPs, including what opportunities private equity firms see in ESOP investments, ret. The post The “Missing Ingredient” for ESOP-Owned Companies: Part 2 appeared first on ButcherJoseph & Co.

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Butcher Joseph & Co.

OCTOBER 1, 2023

ESOPs are a valuable tool for companies to reward and motivate their employees, as well as provide them with a sense of ownership and loyalty. The post Commonly Asked Questions by ESOP Employee Participants appeared first on ButcherJoseph & Co.

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Peak Business Valuation

FEBRUARY 9, 2024

About 6,500 businesses have implemented employee stock ownership plans (ESOP) in the United States. If your business has an ESOP in place, obtaining an ESOP business valuation is crucial. If your business has an ESOP in place, obtaining an ESOP business valuation is crucial. Schedule a Free Consultation!

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Peak Business Valuation

DECEMBER 16, 2023

If you want to empower and reward your employees, you may consider setting up an Employee Stock Ownership Plan (ESOP). With an ESOP, employees are given or enabled to purchase shares in the company while the original investors retain ownership. As such, we are happy to provide you with an ESOP business valuation for your company.

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Butcher Joseph & Co.

SEPTEMBER 1, 2023

Newly formed ESOP-companies may come across opportunities to acquire companies. The post Can New ESOP-Owned Companies Make Acquisitions? If they lack the necessary cash or debt capacity for an acquisition, t. appeared first on ButcherJoseph & Co.

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Peak Business Valuation

DECEMBER 10, 2023

Employee Stock Ownership Plans (ESOPs) are a popular way for companies to provide retirement benefits to their employees. With an ESOP, a company’s original investors retain ownership of the business. If so, it is beneficial to obtain an ESOP business valuation. This helps the company receive extra funds.

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Butcher Joseph & Co.

DECEMBER 12, 2023

In this podcast, Albert del Pilar discusses many of the unique characteristics of an ESOP transaction, such as how the transaction is structured, char. The post Why ESOPs are a Great Sale Alternative to a Traditional 3rd Party Sale appeared first on ButcherJoseph & Co.

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Peak Business Valuation

JANUARY 13, 2024

An employee stock ownership plan (ESOP) is an effective way for business owners to reward employees. With an ESOP, employees are allotted or enabled to purchase shares in the company. If your business has an ESOP in place, it is important to obtain an ESOP valuation. Schedule a Free Consultation!

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Auto Dealer Valuation Insights

MAY 2, 2024

Lee, ASA will attend The ESOP Association’s National Conference on May 8-10, 2024 in Washington DC. Mercer Capital’s Timothy R. Among the important topics of this year’s annual conference is the long-anticipated release of regulatory guidance from the U.S.

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Butcher Joseph & Co.

NOVEMBER 14, 2023

Managing Partner and Co-founder Keith Butcher shares his view that when mature ESOPs run into trouble, it is not usually because t. The post The “Missing Ingredient” for ESOP-Owned Companies appeared first on ButcherJoseph & Co. ButcherJoseph & Co.

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Equilest

DECEMBER 19, 2023

Delve deeper into the intricate world of ESOP valuations and discover the strategic insights that go beyond the surface. Read more to empower your understanding and make informed decisions in navigating the complexities of ESOP valuations for the future success of your business. The Crucial Role of Financial Performance A.

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Auto Dealer Valuation Insights

FEBRUARY 5, 2024

Lee, ASA is attending the 2024 ESOP Association’s Professionals’ Forum in New Orleans, Louisiana, on February 7-9, 2024. The Forum is a unique event designed exclusively for high-level professionals who provide technical, financial, and legal assistance to ESOP companies. Mercer Capital’s Timothy R.

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Gergory Caruso

NOVEMBER 17, 2023

ESOPs (Employee Stock Ownership Plans) can lead to a better management style that can positively impact both employees and profit. ESOP managers often use […] The post An ESOP Philosophy…More Say, More Motivation, More Profit appeared first on The Art of Business Valuation.

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Business Valuation 52

A Neumann & Associates

AUGUST 9, 2022

On numerous occasions, retiring business owners have raised the question, if an ESOP ( Employee Stock Ownership Plan ) as a means of transferring their business would not be better than selling the business to an investor? And here is where the challenges start: first, the loan for the newly created ESOP needs to be guaranteed to the bank.

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Gergory Caruso

JUNE 12, 2023

Key Performance Indicators (KPIs) can be an effective tool for measuring and monitoring the success of an Employee Stock Ownership Plan (ESOP). </strong> appeared first on The Art of Business Valuation.

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Auto Dealer Valuation Insights

MAY 2, 2024

Lee, ASA has been selected to serve another annual term on The ESOP Association’s Advisory Committee on Valuation. Mercer Capital’s Timothy R.

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Gergory Caruso

APRIL 28, 2023

Recently, the Department of Labor (DOL) committed to a regulatory process to develop new guidelines for ESOP valuations [link] This development has important implications for ESOP trustees who are responsible for ensuring that valuations are conducted properly and in compliance with DOL regulations.

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Gergory Caruso

AUGUST 4, 2023

Join Gregory Caruso at The ESOP Association Multistate Regional Conference 2023 in September as he presents “Your ESOP Valuation: More Than Just a Number” with co-presenter Sarah von Helfenstein.

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Business Valuation 52

Butcher Joseph & Co.

SEPTEMBER 1, 2022

There are more than 6,000 companies owned by employee stock ownership plans (ESOPs) with nearly 14 million participants in the United States. The post Common Challenges and Opportunities for Mature ESOP-Owned Companies appeared first on ButcherJoseph & Co.

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RNC

FEBRUARY 13, 2023

Employee Stock Ownership Plans (ESOPs) are a popular employee benefit that provides employees with an ownership stake in their company. As a result, ESOP valuations are an essential aspect of ESOP administration and compliance. Why is ESOP Valuation Important? What to look for in an ESOP Valuation Consultant?

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Meade & Moore

APRIL 19, 2023

Employee stock ownership plans (ESOPs) can have many benefits for business owners, shareholders, and employees. To help you determine whether ESOPs are right for your business, we created this blog post that has answers to many ESOP FAQs.

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RNC

JANUARY 12, 2023

Employee stock ownership plan (ESOP) is a type of retirement plan that provides employees with an ownership stake in the company they work for. ESOPs are often a valuable tool for startup businesses, as they can help to attract and retain talented employees and align the interests of employees with those of the company.

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Exit Strategy

OCTOBER 5, 2023

While selling your business to a newly formed Employee Stock Ownership Plan (ESOP) is an intriguing and rewarding exit path, forming an ESOP can be complex and expensive, and is not appropriate for all businesses.

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Butcher Joseph & Co.

JANUARY 2, 2023

Jeff Buettner discusses challenges unique to mature ESOP-owned companies and overviews ways to think differently about the ESOP structure to insure it. The post Common Challenges for Mature ESOP-Owned Companies appeared first on ButcherJoseph & Co.

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Gergory Caruso

AUGUST 18, 2022

Employee Stock Ownership Plans, better known as ESOPs, are required to have a compliant opinion of business value each year to assist the ESOP trustee in determining the share value for distributions and purchases of beneficiary stock. The post Selecting an ESOP Business Valuator appeared first on The Art of Business Valuation.

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Business Valuation 52

RNC

NOVEMBER 9, 2022

In an attempt to retain employees or as a general way of awarding deserving employees, organisations consider ESOP a valid option. Simply put, ESOP or an employee stock ownership plan is stock ownership that employees can have. This article takes an in-depth look at what ESOP is and its importance. What are ESOPs in India?

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Gergory Caruso

SEPTEMBER 30, 2022

It was thought the MSEOA would allow companies to get an SBA 7(a) loan for an ESOP transition. Unfortunately, the SBA requirements to secure the 7(a) loan for an ESOP transition made it unlikely that anyone to use it. The post SBA 7(a) Loans For ESOPs? They are still using a […].

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Auto Dealer Valuation Insights

FEBRUARY 15, 2023

Mercer Capital’s advisory professionals have active roles in The ESOP Association and other employee ownership organizations. Lee, ASA, Managing Director and a member of the ESOP Association’s Valuation Advisory Committee, attended the recent ESOP Association’s Professional’s Forum in New Orleans (February 8, 2023).

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Gergory Caruso

MARCH 21, 2023

As a trustee of an ESOP company, it is important to understand the primary drivers of value. Some details about these simple factors that can help you […] The post Determining the Share Value of an ESOP Company appeared first on The Art of Business Valuation. We call them People, Processes, Profits.

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Business Valuation 52

Butcher Joseph & Co.

SEPTEMBER 20, 2022

Since their enactment in 1974, employee stock ownership plans (ESOPs) have proven beneficial for selling sharehol. The post 10 Key Facts About Employee Stock Ownership Plans (ESOPs) appeared first on ButcherJoseph & Co. October is Employee Ownership Month.

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Business Valuation 64

Butcher Joseph & Co.

APRIL 17, 2023

The post Drilling Deep: Selling a Company into an ESOP appeared first on ButcherJoseph & Co. Alberto Toribio del Pilar talks with FreightWaves about Rapid Response, Inc., a Midwest carrier that was sold recently to its employees through an Emp.

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Meade & Moore

JANUARY 24, 2023

An ESOP is a unique type of retirement plan that can benefit a wide range of employers , but what about the people they employ? Are ESOPs good retirement plans for employees?

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Gergory Caruso

DECEMBER 2, 2022

One of the most important roles the Employee Stock Ownership Plan (ESOP) Trustee has is to determine the stock price for the ESOP plan at the time of the initial transaction and then again each year. The post Seven Steps for a Trustee to Review an ESOP Business Valuation / Appraisal appeared first on The Art of Business Valuation.

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Auto Dealer Valuation Insights

OCTOBER 31, 2022

Loud, CPA, ABV, CFF, CVA, ASA, to present a session on “2022 Valuation Hot Topics & Issues” at the ESOP Association Fall 2022 Conference in Las Vegas, Nevada on November 10, 2022. This hybrid session will cover a wide range of challenging ESOP valuation topics and concerns such as market environments.

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Auto Dealer Valuation Insights

JUNE 9, 2022

Lee, ASA, and Houlihan Lokey’s Jeff Tarbell, ASA, CFA, to present a session on Advanced ESOP Valuation Issues at the 2022 American Society of Appraisers (ASA) ESOP Virtual Conference on June 21, 2022. Mercer Capital’s Timothy R. Topics to be addressed include.

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Meade & Moore

JANUARY 27, 2022

Meaden & Moore kicked off the year with a virtual event on ESOP Repurchase Obligation - Considerations for 2022 on January 20th. Attendees learned investment options to consider when funding the repurchase obligation, lending opportunities available and an overview of the repurchase obligation.

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Auto Dealer Valuation Insights

APRIL 6, 2022

Timothy Lee, ASA, Managing Director at Mercer Capital, will moderate a session on Helpful Take-Aways from Your Valuation at The ESOP Association National Conference in Washington, D.C. The session will focus on how ESOP companies can create and uncover helpful uses from the annual valuation process and the report. on May 3-6.

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