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Insights & Resources
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The medical technology, or medtech, industry is poised for a transformative year despite soft IPO activity the first half of 2024. Learn more here.
An employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity.
An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
PodcastBrad Jay, Partner-in-Charge of Manufacturing, Distribution and Retail Services, brought together three industry leaders to provide knowledge, insights and best practices from their experiences in business valuation and succession and estate planning.
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