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An ESOP is not a Fable

December 3, 2016

An ESOP is also not an Employee Stock Option Plan. It is a defined contribution retirement plan established under section 401(a) rather than 401(k) and has two major differences. It must invest primarily in stock of the sponsoring company, and can borrow money to do so. The name is very misleading since the employees never own any of the company stock.

Blog

ESOP 101

December 3, 2016

An ESOP is not a do-it-yourself endeavor. The creation is complicated. The ESOP must conform to the laws and regulations of both ERISA and the IRS, and is overseen and regulated by the Department of Labor. Dealing with one government agency is bad enough. Dealing with three of them is horrific.

Blog

ESOP Surprises

December 3, 2016

Business owners spend their life growing the family business, but their wealth is locked up in their business and the owner isn’t able to enjoy the fruits of his labor. An ESOP will allow him to sell part or all of the company, providing liquidity and diversification of his wealth while still remaining in control of the company.

Blog

Video: What is Joint Venture or Strategic Alliance?

November 30, 2016

In today’s world of specialization, if you specialize in one thing and another related, non-competing, business is a specialist in their field, and you have similar target markets, a joint venture or strategic alliance may be beneficial to both businesses.

Blog

Top eCommerce Trends for Small Business

November 30, 2016

The world of eCommerce has revolutionized the way that customers shop and ultimately how businesses sell their products and services. Having your business online has never been more important.

Course on Demand

Developing a Business Plan

For a business to be successful and profitable, the owners and the managing directors must have a clear understanding of the firm's customers, strengths and competition. Read more

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Course on Demand

Valuing a Business

This free online business workshop will explain reasons to assess your company's fair market value, illustrate the 3 approaches to determining the value of a business, and provide Read more

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