News

Here’s part two of the conversation with Mary Josephs on the topic of ESOPs (Employee Stock Ownership Plan). The first half of 2018 has seen an increase in middle market M&A, particularly with ...
Employee Stock Ownership Plans (ESOPs) can be an attractive way for an owner to sell a company and for employees to gain an ownership stake. ESOPs are qualified retirement plans that buy, hold and ...
An Employee Stock Ownership Plan (“ESOP”) is a defined contribution plan and can be either a qualified stock bonus plan or a profit sharing or money purchase pension plan, or any combination ...
Employee Stock Ownership Plans (ESOP) are a tax-advantaged method used by companies to grant restricted stock ownership to employees as part of their compensation.
While the Department of Labor has provided little guidance on the scope of the duty to monitor in the context of an ESOP transaction, since Bensen 1 several practitioners have adopted the practice ...
Brisk financing activity that began in the second half of 2020, following the near halt when the coronavirus pandemic hit one year ago, will continue in 2021 and beyond. These middle market ...
ESOP fiduciaries and the ESOP community, in general, are well advised to take this threat seriously and to move aggressively to adopt some or all of these strategies.
Employee stock ownership plans are one way business owners can keep their teams intact when it's time to sell.
Centric is the latest Kansas City company to adopt an Employee Stop Ownership Program. In addition to becoming employee-owned, the general contractor also made four changes to its leadership team.
Two Burns & McDonnell executives share insights into how the ESOP model has benefited their firm, especially during the pandemic. The firm is celebrating "ESOPtober" this month.
Employee stock ownership plans are a way for business owners to share their success with workers and preserve what they built after retiring.
Employee stock ownership plans, or ESOPs, can provide valuable retirement benefits to employees—in addition to an ownership stake in their employer. Still, ESOPs have always been risky due to ...