In Episode 5, we tackle the question of how to figure out if an ESOP is potentially the right strategy for you. Unlike 401(k)s or other common retirement plans, implementing an employee stock ownership plan generally requires a formal purchase and sale of shares, with preparation, negotiation, and …
You’ve Been Approached by a Buyer — Now What?
In Episode 4 of What’s Next Hosted by Acuity Advisors, Chris Kramer and Chase Hoover talk about what to do if you are approached out of the blue by a serious buyer offering to acquire your business. They’ll talk about how to respond initially, why it’s important to get a good team in your corner …
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What’s the Deal with ESOPs?
In Episode 3, Chris Kramer and Chase Hoover talk about a flexible, tax-advantaged alternative exit strategy for business owners who are ready to make that long-awaited transition. It’s a plan that can preserve or even enhance corporate culture, provide a meaningful employee benefit, and ensure the …
Getting Over the Goal Line (an M&A Case Study)
In Episode 2 , Chris Kramer and Chase Hoover roll out the first of our client case studies - the sale of a mid-sized business in the healthcare services space that successfully closed back in early 2020, just before the world turned upside down. We reflect on the challenges faced, strategies …
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