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Employee Stock Ownerships Plans ("ESOPs") are a powerful tool for aligning employees and employer interests while providing owners with a tax-efficient liquidity option. Join…

Helping your business owners grow and eventually sell their businesses is a way for any advisor to enhance their relationships. This webinar features Scott Snider, President of…

Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.…

Business owners often face the question of what’s next - the decision between keeping and growing the business or transitioning it.  Growing the business has its associated…

The SBA loan program, the Paycheck Protection Program ("PPP"), received additional funding in the stimulus package passed in Dec. 2020. The objective is to provide…