Entries by Tim Jochim

Trends in Financing ESOP Transactions

A growing number of business owners are discovering the financial and performance benefits of employee stock ownership plans (ESOPs). As of 2015, the most recent year for which data is available from the National Center for Employee Ownership, there were nearly 6,700 ESOPs in the United States, holding total assets of nearly $1.3 trillion. With […]


ESOPs: A New Normal

During the best of times and during the worst of times, companies with employee stock ownership plans (ESOPs) have proven to perform better than non-ESOP peer companies as measured by profitability, jobs gains and fewer job losses. Long-term studies conducted at the University of Pennsylvania and at Rutgers University have indicated higher profitability, higher job […]


Business Succession: The Win-Win Solution

September 4, 2020 Business owners search for business succession solutions that are financially fair, low cost and tax efficient while also beneficial for employees and customers.  The universe of solutions is usually limited to the following: Transfers to family members which, with family trusts, can be relatively tax efficient for set periods of time, but […]


ESOPs: The Business Succession Solution

October 2, 2020 An employee stock ownership plan (ESOP) offers you the opportunity to secure your business legacy in a variety of ways. There will always be a tax-exempt buyer for the stock of your company, and you can continue to guide the culture that has benefited your employees and customers over the years. Plus, […]