ESOP Eduucation Challenges
Speaking of Benefits
In this podcast episode, Kevin Long interviews Sheryl Bayani-Alzona and Nataki Gregory about their experience working with CT3, a new ESOP company. They discuss the challenges and successes of the ESOP transaction and how they were able to build a strong relationship through regular meetings. Nataki explains that they use teaching tools to educate their own team about ESOPs and the transition to full ownership.
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A New Golden Age for ESOPs?
Speaking of Benefits
It's October and that means it's Employee Ownership Month. Our guest today on the podcast is Dr. Corey Rosen, the founder of the National Center for Employee Ownership. NCEO is the foremost resource and catalyst for employee ownership and ESOPs. We discuss his new book, Ownership: Reinventing Companies, Capitalism, and Who Owns What, and we look at the history of ESOPs, the bipartisan support they receive, and current proposals that make me optimistic about the future of employee ownership.
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Introducing The ESOP Tax Advantage Calculator
Speaking of Benefits
Are you curious about the enticing tax advantages of Employee Stock Ownership Plans (ESOPs) but unsure how they apply to your unique situation? That's why, at Employee Benefits Law Group, we've developed The ESOP Tax Advantage Calculator – a powerful tool that demystifies ESOP tax benefits and provides actionable results. In just five minutes, you can gain invaluable insights into the potential benefits for your company or your clients. No obligation, just straightforward guidance.
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Celebrating 25 Years of Tax-Free Employee Owned Companies
Speaking of Benefits
In this podcast, Kevin Long discusses the 25-year history of income tax-free employee-owned companies and how ESOPs allow for tax-free S-corporation income. Joining Kevin is Noelle Montaño, the Executive Director of ESCA, the Employee-owned S Corporations of America. ESCA is the voice in Washington, DC that speaks exclusively for employee-owned S Corporations (“S ESOPs”). They delve into the legislative background and lobbying efforts behind S-corporation ESOPs. Discover the financial advantages, the impact on retirement savings, and the bipartisan support for employee ownership in this...
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Private Equity is Going to Give ESOPs a Bad Name
Speaking of Benefits
Private equity has recently started employing ESOPS in their leveraged buyout transactions. It looks like strange bedfellows since they serve opposing interests. It’s touted by PE and is being hailed by some in the ESOP arena as a great potential expansion of true employee ownership. But is it really?
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Forecasting for ESOP Valuations In an Unpredictable Economy
Speaking of Benefits
It's ESOP valuation season, and forecasting earnings is at the heart of this strategic analysis exercise. In this uncertain economy it's worth refocusing on the methods, process and approach that provide a sound basis for a prudent appraisal. In this podcast episode with guest Hillary Hughes of Prairie Capital Advisors, we explore the challenges and opportunities ESOP companies face when valuing their stock amidst economic uncertainty.
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ESOPs Don't Improve Company Performance? What?
Speaking of Benefits
There has always been the notion that ESOP companies outperform their industry peers, are more resilient in recessions, lay off fewer people, have more satisfied workers, lower turnover, and on and on. The research is well documented and irrefutable. But why is this the case? Is it the ESOP itself?
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The Epic Tale Of the RobbJack Corporation ESOP – An interview with their Chairman Of The Board, Mr. David Baker
Speaking of Benefits
It's employee ownership month. But most people have never “met” an ESOP company. There is no better way to appreciate the ESOP phenomenon without encountering one, first hand. Whether you are an advisor, company owner, executive or employee you will enjoy listening to the journey of a company that has been ESOP owned since 1980.
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Let Them Eat Stock / Episode 15
Speaking of Benefits
There is more to equity compensation than just giving your employees stock in the company. In this podcast episode, Kevin Long addresses common overbroad assumptions about equity compensation and how an equity readiness survey helps you determine whether an equity compensation plan is right for your business.
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Two Truths and a Lie / Episode 14
Speaking of Benefits
In this episode of Speaking of Benefits, Senior Attorney Sheryl Bayani-Alzona talks about three things. The ESOP is a buyer, what happens to the shareholder after the transaction, and how the transaction is funded.
info_outlineIn this episode of Speaking of Benefits, Senior Attorney Sheryl Bayani-Alzona talks about three things. The ESOP is a buyer, what happens to the shareholder after the transaction, and how the transaction is funded.