
News
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Strong Successor Management Key to ESOP Success?
Mar 5, 2018The Minneapolis StarTribune recently published an interview with Paul Halverson of Chartwell Financial Associates. When asked what makes for a successful ESOP company, Mr. Halverson pointed to a strong management team that can perpetuate the company Read More About Strong Successor Management Key to ESOP Success? -
Who is a good ESOP Candidate? Start with the Two “L’s”
Jan 5, 2018 | Timothy L. StewartThe best answer for the “profile” question? A business owner who really cares about the two “L’s” – Loyalty and Legacy. Caring about the two “L’s” is not a prerequisite to being a good candidate for an ESOP. But in our experience, if that is where th Read More About Who is a good ESOP Candidate? Start with the Two “L’s” -
NY / NJ Center for Employee Ownership Opens at Rutgers University
Dec 7, 2017 | Timothy L. StewartLast month, NJTV News (PBS) interviewed Bill Castellano, Executive Director of the New York / New Jersey Center for Employee Ownership, explains that the Center has been established to help address the “silver tsunami” of business founder retirement. Read More About NY / NJ Center for Employee Ownership Opens at Rutgers University -
“Certified EO” Launches in September 2017
Sep 29, 2017 | Timothy L. StewartIn an article on Forbes.com, Darren Dahl discussed the creation of a new employee ownership association called “Certified EO” (EO for employee-owned). Read More About “Certified EO” Launches in September 2017 -
On July 19, Senator Pat Roberts (R-KS) introduced legislation designed to enhance certain tax and other benefits for S Corporation ESOPs. The legislation is a significantly bipartisan effort, with 9 Republicans and 13 Democrats comprising the bill’s Read More About Legislation Demonstrates Continuing Bipartisan Support for ESOPs