A Graceful Goodbye

You’ve spent years, maybe decades, building and growing your business. You’ve weathered recessions, built processes and teams, and grown something with lasting value. This article is written to show you that it is possible to make a graceful exit, and that one size...

ESOPs for Professional Service Firms

For over 150 years, the dominant model of ownership for professional service firms had been the partnership. It had a good run, but its time has passed. For accountants, lawyers, architects, engineers, investment bankers, and countless niche professionals, even...

Manufacturing Wealth to Retire Comfortably

Employee stock ownership plans, or “ESOPs”, come in all shapes and sizes. There is no definition of a company or an industry that makes a perfect candidate for an ESOP. However, naturally there are industries where an ESOP makes sense for both the business and the...