Opportunity Zones

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Posted on October 5th, 2018

One reason I love my job is that I get to carve out a slice for “Nerd Out” time. This is time spent reading research, […]

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J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience

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Posted on September 5th, 2018

A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan.  Due to its very […]

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Time to Hire? Consider the Pros and Costs

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Posted on August 23rd, 2018

It’s exciting to discover an opportunity to expand the size or scope of your business, and sometimes more workers are needed to make that happen. […]

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ESOPs: An Exit Plan for the Retiring Business Owner

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Posted on August 2nd, 2018

An Employee Stock Ownership Plan, or ESOP, offers a tax advantaged way for a business owner to get liquidity from the business while sharing the […]

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Do You Have an Exit Plan in Place for Your Business?

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Posted on July 2nd, 2018

Exit planning is something that all business owners will have to face at some point.  Like being the executor of an estate, it is usually […]

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