by Becca Barth | Jul 15, 2021 | Case Studies
by Becca Barth | Apr 26, 2021 | Estate Planning, Insights
As we have mentioned in previous articles, having an experienced team of advisors is critical to the sale process for any business owner. Let’s look more closely at the role a mergers and acquisitions (“M&A”) attorney can play in the process. Here are five ways an...
by Becca Barth | Apr 19, 2021 | ESOPs, Insights
Federal legislation in the 1970s paved the way for Employee Stock Ownership Plans (ESOPs), giving business owners a tax-advantaged way to share broad ownership with employees. ESOPs are one of the most popular vehicles for sharing company ownership with employees....
by Becca Barth | Apr 12, 2021 | ESOPs, Estate Planning, Insights
Business owners who are seeking to sell all or a part of their business have options available to them both inside and outside of their company. Owners should keep in mind how each option will impact their ability to sell all or part of their business, how long a...
by Becca Barth | Apr 5, 2021 | Estate Planning, Insights
Estate planning and exit planning generally share common goals around financial security, tax minimization, and providing for people, so it is essential for these two plans to complement one another. Estate planning takes time. Business owners who begin their estate...