Convertible preferred stock carries the characteristics of common stock and debt. It provides a stated reasonable dividend and converts to common stock at a specified time.

The inventory turnover ratio gauges a company's inventory management efficiency by showing how often it sells and replenishes inventory annually. It's calculated by dividing the cost of goods sold by the average inventory value, providing insights into operational efficiency.

A prospectus is a formal document required by and filed with the Securities and Exchange Commission (SEC) that provides details about an investment offering to the public. A prospectus is filed for offerings of stocks, bonds, and mutual funds.

Regulation Crowdfunding enables eligible companies to offer and sell securities through crowdfunding.

A business broker facilitates the sale of a business by representing the buyer or seller.

A registered investment advisor (RIA) is a financial professional firm that advises clients on securities investments and may manage their financial portfolios. RIAs are registered with either the Securities and Exchange Commission (SEC) or state securities administrators.

Capital gains are the profits realized from the sale of a capital asset, where the tax rate depends on the duration the asset was held.

When employees are given an option, and they decide to, laterally transfer 401k assets to finance the ESOP transition. This results in more cash made available to the selling owner at the time of closing.

The first certification for small business exit planners, specifically tailored to the needs of employee ownership sales. Created/certified by Project Equity.

Distressed assets, undervalued due to financial difficulties of current owners, present investment opportunities in real estate during economic downturns or specific market conditions.

EBSA ensures the security of the retirement, health, and other job-based benefits of America's workers and their families; they develop effective regulations, assisting and educating workers, plan sponsors, fiduciaries, and service providers, and vigorously enforce the law.

An installment sale is when a business or property is sold, and at least one payment is received after the tax year of the sale.

A leveraged buyout (LBO) is when one company acquires another using mostly borrowed money, often secured by the assets of both companies.