SORT BY Relevancy
In this 1 minute highlight, Martin Staubus, Consultant - Beyster Institute at the Rady School Management explains that ESP Admin costs can vary widely so it makes sense to shop and compare when considering an ESOP.
Check back to listen to other content by Martin- See the “ADVISOR INDEX” on the Home Page
Welcome to the SC&H Group podcast series. Today, we are speaking with Greg Hogan, Principal at SC&H Capital, about key employee stock ownership plan trends (ESOPs) for 2014.
ESOP's are quickly becoming one of the more attractive options for selling a business, and as the awareness grows among current owners, expect this trend to continue accelerating.
Join Kevin Hunter and Jeff O'Brien on The Business Forum Show as they discuss this popular method of selling your business
Business planning, exit planning, succession planning... it's all on the agenda on our show with Kevin Hunter, Tom Siders, and Jeff Johnson. We also schedule weekly guests into the show, so stay tuned! Join us every Tuesday morning from 9AM - 11AM
Scott Miller joins us to talk about Employee Stock Ownership Programs (ESOP's) on the show today. Lots of great stories coming up to illustrate how ESOP's work.
American Medical ID's home office is in Houston, TX, USA. We are currently celebrating our 17th year in the business of saving lives. Founded by Rick Russell in 1994, our company is now 100% employee owned through an Employee Stock Ownership Plan (ESOP). Our personalized, custom engraved medical ID jewelry is made, engraved and shipped out from our Houston location.
American Medical ID serves the medical community and the public at large by offering quality medical IDs that, in a medical emergency, allow medics or other medical professionals to give prompt, precise treatment. Physicians, pharmacists, educators, and hospitals refer their patients and/or customers to us whenever a medical ID tag is appropriate. Since our business depends on referrals from these healthcare professionals, whose primary interest is the welfare of the patient, we must maintain the highest product and service standards in order to retain their trust.
Guest:Dr Norm Kurland is a lawyer economist, pioneer of employee stock ownership plans (ESOP's) and a leading global advovate for "the Just Third Way", a post-scarcity development model that transcends both capitlism and socialiism by combining free market with the democratization of economic power and capital ownership
The Focus Show - "It's a process!". The show is live at studio 670 10 to 12 every Wednesday in Louisville Kentucky. Come hear a mid-week dialog for men/women to be heard, understood and share their life style living choices (LSLC) as men/women. The Focus Show visiting guests and the co-host of friends are discussing life living style choices and the wisdom they now gained. We want you to listen or join in but, determine for yourself the value of spiritual, real, confident and free men/women. As we dailog about the processing from birth to present-day of a male/female becoming a man/woman.
MeShorn will always lead a focus thought, as a professional believer in God. He live by his own beliefs and make his own choices. Why? Because of the adult-males/Alpha-men who sowed some valuable lessons into him. Now he seek out to give back to other males/men what he now claim for himself. MeShorn, believe the process to life living choices for all, is knowing your own beginnings and handling your own personal business (KYB&B). The Focus Show will remind, witness and reveal (RWR) to believers and non-believers through our "keep it spiritually simple" (KISS) format. A method style conversation, listening and teaching format within the show. The Focus Show has a mission to restore males/female to the understanding, knowledge and wisdom to becoming a man/woman. We invite all to enjoy this 21st century programming. The Focus Show -" It's a process!"
This episode of Brian Dooley, CPA's Tax Talk show explores tax planning to avoid the effect of the"Fiscal Cliff" by using a related corporation to shift income.
As both parties plan to limit itemized deductions and increase individual tax rates, saving taxes will require innovation.
Here is what is happening. Both parties want the USA to grab European small businesses tired of the EU crisis. But there is a problem. Our corporate tax rates exceed the European rates. So, they want to reduce the corporate taxes while increasing individual taxes.
With this episode of Tax Talk, you will learn how small business owners are saving taxes by creating a related corporation for income shifting.
Saving taxes requires you to have a tax tool box. Some tools you may never use. Others tools may be used often.
Our upcoming episode, this Friday, on Printing Private Money, takes advantage of related entity planning.
Tax planning for the small business includes the new corporate ESOP rules (employee stock ownership plan) for owners over age fifty- five.
For a technical explanation, see the related post on my blog, on this link.
Learn more about International Tax Counselors Dooley, and Brian Dooley, CPA on this link.
Funding start-ups and small businesses is one of top challenges for our community, but many of you may not think of retirement plans as a funding option.
My guest is Steven Cooper - President of ERSOP - Employee Rollover Stock Ownership Plan.
Most all qualified retirement plans, including 401K, profit sharing, ESOP, thrift, 403b and IRAs may be used to fund your own business.
Retirement plans can be used to fund existing businesses, start-ups, franchises, business property and investment real estate.
Today you will learn the key strategies and how to advice for using retirement plans to fund your business.
Please ask your questions on Twitter at #SBRTALK or on Live chat.
Thanks for listening,
John Martin - Host of SBR
Exclusive Sale Mandates
Metronome's M&A practice is focused primarily on exclusive sale mandates for entrepreneurs, family business owners, and private equity-backed companies, and we work with our clients to maximize value and exceed shareholder objectives. Other engagements include corporate divestitures, mergers, leveraged recapitalizations, joint ventures, and ESOP transactions. We also advise clients on buy- side opportunities as part of broader, long-term strategic advisory relationships.
Each process begins with a thorough review of our client’s goals. We then determine potential strategic alternatives, assess expected valuation, and identify any potential issues or key transaction considerations. Next, we perform extensive company and industry due diligence, draft marketing materials, and devise a comprehensive process strategy, which is tailored to the unique needs of each client and all shareholders. We also identify an appropriate list of potential acquirers by leveraging our deep private equity relationships and broad access to domestic and international strategics.
Transaction Execution and Closing
Metronome’s senior professionals manage and oversee all stages of the M&A process. Select transaction milestones include: contacting prospective acquirers, distributing marketing materials, evaluating initial indications of interest, arranging meetings and presentations between acquirers and Management, facilitating acquirer due diligence, and negotiating final transaction terms.