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Is an ESOP the Right Exit Strategy? A Closer Look at Employee Ownership Transitions

As succession planning becomes a more pressing concern for closely held businesses, Employee Stock Ownership Plans (ESOPs) are increasingly part of the conversation. While not the right fit for every company, ESOPs offer a...more

How the Secure Act 2.0 Affects ESOPs, 401(k)s, and Other Retirement Plans

The Secure Act 2.0 of 2022, enacted in the closing days of 2022, makes a substantial number of changes to tax-qualified retirement plans, most of which are intended to increase plan coverage and retirement savings. Although...more

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