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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.
The biopharma industry has experienced a resurgence the first part of 2024. J.P. Morgan’s Q2 report shares critical insights into the future of the industry.
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.
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