exit planning Archives - Executive Street

How Do Owners Make Use of an ESOP? One More Example – Buying out an investor

How Do Owners Make Use of an ESOP? One More Example – Buying out an investor

Many business owners find themselves in a situation in which they have one or more investors who bought into the company some time back.  Their Read More

How Do Owners Make Use of an ESOP? Another Example

How Do Owners Make Use of an ESOP? Another Example

An ESOP is a very flexible thing.  It can be applied in lots of ways, for lots of purposes.  The only thing that will always Read More

How Do Owners Make Use of an ESOP?

How Do Owners Make Use of an ESOP?

An ESOP is a very flexible thing.  It can be applied in lots of way, for lots of purposes.  The only thing that will always Read More

So what’s it Like Living with an ESOP?

So what’s it Like Living with an ESOP?

Readers of my posts on ESOPs (employee stock ownership plans) know that an ESOP offers a very attractive path for cashing in some (or all) Read More

Selling to an ESOP: What Exactly Are the Tax Advantages?

Selling to an ESOP: What Exactly Are the Tax Advantages?

“The tax savings generated by a sale to an ESOP can be equal to the total value of the stock sold.”

In my last post Read More

Selling to an ESOP: What’s Up with That?

Selling to an ESOP: What’s Up with That?

“It ain’t what people don’t know that worries me; it’s what they think they know that just ain’t so.”

Mark Twain?  Will Rogers?  Surprisingly enough, Read More

[Podcast] The Importance of Value in a Successful Exit Strategy

[Podcast] The Importance of Value in a Successful Exit Strategy

Patrick A. Ungashick leads several companies that provide financial consulting and advisory services and products. His companies help business owners build companies that they can Read More

Succession Strategies: Prepare Your Business for a Successful Exit

Succession Strategies: Prepare Your Business for a Successful Exit

Patrick Ungashick, an author and CEO of White Horse Advisors, has devoted 20+ years to helping business owners in a variety of industries and company Read More

Image from Shutterstock

‘I Just Sold My Business!!! … So, Um, Now What??’

[EDITOR’S NOTE: Occasionally, we get asked a question from our Vistage Connect executive community that we hand off to one of our resident experts. Read More