Financial Svcs. (Non-bank & Insurance)

Financial Svcs. (Non-bank & Insurance)
Since 1999, we’ve helped owners navigate some of the most important decisions they will make, advising on more than 350 ownership transitions across 19 markets nationwide. Our expertise spans ESOPs, proprietary Section 1042 tax solutions and M&A advisory, giving us the perspective to develop an...
Employee ownership starts with the owner’s goals and creates an opportunity to think beyond the transaction. An ESOP can provide liquidity and potential tax advantages while giving employees a meaningful stake in the company they helped build. It can also help preserve jobs, strengthen local...
We advise business owners on ownership transitions, including ESOP feasibility, formation, execution and post-close advisory, Section 1042 tax...
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