Resources & Insights

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October 7, 2025

The Quarterback’s Role in ESOP Transactions: Strategy, Timing and Execution

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September 24, 2025

EOX Webinar – Legacy, Loyalty, and Local Impact: Bloomsdale Excavating Company’s Journey to Employee Ownership

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September 23, 2025

Your Legacy, Your Choice: How to Navigate ESOP and M&A Options

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August 20, 2025

Strategies for Retaining Senior Management During Liquidity Events

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August 14, 2025

Acquisition Complete: Managing Your ESOP After an Acquisition

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July 17, 2025

Preparing for an Acquisition

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July 9, 2025

ABCs of Valuation

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June 26, 2025

Communicating Key Value Drivers for a Strong ESOP Culture

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June 4, 2025

ESOP Acquisitions – A View from Both Sides

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May 21, 2025

Enhancing Your Repurchase Obligation Planning with an ESOP Sustainability Study

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May 8, 2025

The Experience of Selling to and Being Owned by a Private Equity Firm

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April 9, 2025

The Impact to Your ESOP After Raising Capital

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March 20, 2025

Is an ESOP Right for You? An Introduction for the AEC Industry

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March 18, 2025

Selling an ESOP-Owned Company: Insights from a Trustee

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February 12, 2025

Thinking Forward: M&A Trends, Capital Markets, ESOP Strategies and Tax Planning Opportunities