The Benefits of an ESOP in a Family Business Transfer: Succession When There's No Clear Heir
When some family members want to stay in the business and others don't, or there's no heir ready to take over, an ESOP can bring clarity. ESOP expert Kelly Finnell explains when it fits, how it works, the tax benefits, and what it costs.
An ESOP Exit: Lessons from an Owner Who Sold His Company to His Employees
ESOPs are often discussed in theory. Tim Rettig lived it, transitioning his IT company to employee ownership in two stages. He shares what made the company a strong candidate, how he prepared his team, and what life after the exit looks like.
Due Diligence in M&A Transactions: Why First-Time Buyers Should Avoid Analysis Paralysis
Buying a business for the first time is exciting and overwhelming, and endless due diligence can kill deals that should close. M&A attorney Michael Mercurio explains how buyers can focus on the risks that matter and keep deals moving.