Resources & Insights

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January 30, 2025

Construction Industry Survey Results – 2024

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January 8, 2025

From Inception to Expansion: Thriving Through Regulatory & Capital Changes in Bank ESOPs

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December 17, 2024

Business Combination Accounting – A Refresher on Valuation Elements for Opening Balance Sheets

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November 5, 2024

Strategic Shareholder Management for Bank-Owned ESOPs

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October 2, 2024

Enhancing Business Performance through Employee Ownership and Open Book Management

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September 12, 2024

Preparing Your Company for Sale

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August 28, 2024

Navigating ESOP Sustainability for Long-Term Success

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March 14, 2024

Corporate Divestitures – Portfolio Management at the Business Unit Level

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February 20, 2024

Financing Considerations Throughout the Life of Your ESOP

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February 13, 2024

Navigating Ownership Transition in an Era of Change

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December 12, 2023

Preparing Your Construction Company for an ESOP Transaction: Assessing Risk and Insurance Considerations

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September 27, 2023

Utilizing Reps & Warranty Insurance to Facilitate Middle Market M&A Transactions

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August 23, 2023

ESOP Sustainability Case Study – Lessons Learned

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June 21, 2023

Quality of Earnings – Reduce Risk & Maximize Value in an M&A Process

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June 14, 2023

Benchmarking Strategies to Enhance the Effectiveness of Compensation Programs