Blog

Video: Family Business Succession & Key Employee Retention

December 7, 2016

If you have a family-owned-and-operated, andyou’re a baby boomer, you need to start thinking about who’s going to run the business when you retire. Something to remember: your style of doing business may be different than those of a Gen-Xer or a Millennial.

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.