An ESOP can be an excellent exit option for business owners, but there are key characteristics that are generally required to make them a good fit.
Is your company planning an upcoming acquisition? Read on how Adamy can help.
Would you perform your own appendectomy? Then don’t tackle your own Business Combination!
The current state of our economy has everyone feeling the effects of rising interest rates and inflation, whether buying a new car or making a trip to the grocery store.
For closely held and family-owned businesses, a strategic estate plan is an essential part of protecting wealth and after-tax net worth.
The U.S stock market has officially entered a bear market for the first time since the Covid-19 pandemic sent the stock market into a brief but deep dive back in March of 2020.
When selling a business, owners who are charitably inclined can get a much bigger charitable bang for their buck if …
2021 was a banner year for M&A. But for CFOs, the New Year’s hangover comes in the form of purchase accounting for all of those deals. If January has you dreading the arrival of audit season, Adamy can help.
An experienced estate planning attorney is a crucial resource in designing a plan to preserve your family business legacy. Take action now while the tax code remains favorable.
Having an experienced team of advisors is critical to the sale process for any business owner.
For employees, ESOPs serve as both a retirement plan and an opportunity to share in the collective success of their company.
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.
Estate planning and exit planning generally share common goals around financial security, tax minimization, and providing for people…
Organizational planning is foundational to achieving sustainability and long-term success.
A transition of company ownership, whether internal or external, is a complex process.
Families have experienced significant changes in 2020 in how they work, learn, shop, visit friends and family, and even get divorced.
If business owners didn’t already have enough reasons to make estate planning moves before the end of the year…
…although business valuations are still somewhat soft, the focus has shifted more towards the extreme uncertainty…
This may be as good as it gets. When it comes to transferring wealth to the next generation, family business owners may never again…
The employee stock ownership plan (“ESOP”) community has weathered economic uncertainty in times past; however, the recency of COVID-19 has presented new challenges…
We apply accepted Economic Damage Theories to create a simple, compelling story for the trier of facts.
While growth is perhaps the most universally sought-after business objective…
Valuation methodology recognizes cash is king. Generating cash with higher earnings tends to require time.
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