#SuccessionPlanning should factor into a year-end regimen for any #PrivateCompany. Market uncertainty only amplifies the importance of a solid plan. Our Richard Harmon shares valuable tips for #FamilyBusinesses and closely-held firms. hubs.la/Q01rwXny0

The modern #ESOP is a product of our democratic process. Voting is the central act of American #democracy. So, get out there and #vote today. Find your polling place: vote.org/polling-place-…

We're on the ground in Vegas and excited to kick off #EO22 with The ESOP Association. Whether you're attending in-person or virtually, let's connect. Meet us at Booth 50 or click below to book time with our #ESOP advisory team. hubs.la/Q01rXR370

#PrivateEquity deal volume across the #MiddleMarket dropped 26% YOY in the first half of 2022. Our Michael Bannon explores why deals fail and how companies can recover. hubs.ly/Q01tt2Vw0

Big congrats to Richard Harmon, Doron Saraf-Kashani, and the entire team behind this outstanding #ESOP transaction. We're proud to share this honor with Morrison Cohen LLP and Dvorak Law Group, LLC and grateful for the kind recognition by The M&A Advisor.

Not to be outdone by California's new #ESOP hub, the Massachusetts Center for Employee Ownership scored a major legislative victory in November. hubs.la/Q01v0-MR0

When December rolls around, we're often asked how #EmployeeOwned companies, and firms considering #ESOP transactions, can prepare for the year ahead. Our Alex Mumblat has tips for either circumstance. hubs.la/Q01vCzG-0

Here's a #CLE stocking-stuffer for any last-minute learners out there. This comprehensive #ESOP course is #free when you use this link... hubs.la/Q01wrx9Y0

New year, same considerations. See how companies can augment their #benefits to keep pace with #inflation, with considerations ranging from ESAs to #ESOP plans. hubs.la/Q01xdjZt0

Thanks, Ronald Skelton! It was great talking #ESOP strategies with you.

Interested in a deeper dive on #ESOP mechanics? Our David Blauzvern and Jordan Burg have you covered. For a concise, jargon-free overview, listen to their recent appearance on the M&A Talk #Podcast. morganandwestfield.com/podcast/the-ba…

Between a pair of key loans, various borrowing options, and a unique payment structure, leveraged #ESOP financing is filled with complexities. This easy-to-follow primer breaks it all down... hubs.la/Q01HYwjm0

Congrats to Andrew Nikolai and Doron Saraf-Kashani on their well-deserved promotions! Thanks for your continued dedication our clients and our nationally-recognized #ESOP work.

Heading to the #NCEO Annual Conference? Meet Michael Bannon and David Blauzvern at Booth 29, or book a one-on-one meeting: meetings.hubspot.com/dblauzvern We're excited to catch up with clients, partners, and the entire #ESOP community at NCEO 2023!

We're not in the business of winning awards, but it's always great to be recognized by your peers. Congrats to Larry Kaplan, Alex Mumblat, Richard Harmon, our entire team, and our deal partners for earning top honors on a pair of major #ESOP transactions.

Big #EmployeeOwnership news out of Colorado, as the state's EO Tax Credit is on the verge of expansion. Congrats to the @coloradoecodevo who championed the legislation, and thanks to NCEO for your timely reporting! hubs.la/Q01P0xPS0

Are recent #medical M&A trends at odds with quality of care? The New York Times explores the challenges posed by corporate consolidation. This is just one reason why we're believers in #ESOP succession strategies for closely-held practices. hubs.la/Q01P91WD0

Our advisors bring more to the table than just #ESOP expertise. MarketWatch recently turned to Steve Golden for his insights on "top hat" compensation plans. hubs.la/Q01QrFCC0

When American Shoulder and Elbow Surgeons needed an #EmployeeOwnership expert, they turned to our Michael Bannon. Learn how a leveraged #ESOP strategy can help #medical practices grow and maintain their independence: hubs.la/Q01SvLr_0

Great coverage of Colorado's game-changing #ESOP incentives. Thanks to Denver Business Journal for featuring our Larry Kaplan and putting a spotlight on the tremendous work being done by Sandy Shoemaker and the entire @ColoradoEcoDevo - #EmployeeOwnership Office. hubs.la/Q020rRKD0