While the number of employees in ESOPs and private equity-backed companies is relatively close, the difference in outcomes ...

Employee ownership of businesses has been around for many years, but the different models are still widely misunderstood, forgotten, and even shunned — including by accountants. The most popular model ...

The Corporate Transparency Act (“CTA”), which became effective on January 1, 2024, requires that many businesses report a significant amount of information about the company and its “beneficial owners ...

To invert the familiar Charles Dickens’ phrase, 2020 was “the worst of times, the best of times.” The result signals the “Decade of the ESOP.” Blame COVID-19 for the worst of times. The ...

Employee stock ownership plans (ESOPs) are emerging as a popular transition strategy for owners of registered investment advisory firms, especially in cases where business independence, continuity, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. As businesses look for innovative ways to secure their ...