Resources & Insights

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May 25, 2023

Ownership Transition: Stories from the Advisors

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May 11, 2023

Introduction to ESOP Sustainability

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April 12, 2023

The Truth About ESOPs: Uncovering Myths When Comparing Transition Alternatives

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March 7, 2023

What to Expect as a New ESOP

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February 21, 2023

The ESOP Transaction Process

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February 15, 2023

Repurchase Obligation & the Relationship to Sustainability

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February 7, 2023

2023 Valuations- Interest Rates, Inflation and Supply Chain

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January 31, 2023

2023 M&A and Financing Market Update: It’s the End of the World as We Know It, But We Feel Fine

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January 24, 2023

The ESOP Basics

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January 10, 2023

Keeping Community Ties – Transition to an ESOP

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December 6, 2022

A Culture of Employee Ownership: The Real Value Driver

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November 29, 2022

Ownership Transition Inflection Points

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October 18, 2022

Prairie’s Journey: 10 Years as an ESOP

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October 12, 2022

Gift & Estate Tax Planning Strategies for Year End

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August 25, 2022

Retaining Management and Key Employees When Selling a Business