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ESOP

From Ideas to Action: A Guide to Understanding an ESOP Feasibility Study

Posted 6:40 PM by
An important decision for every business owner is how to handle retirement. There are many possible scenarios to consider, each with its own benefits and drawbacks. Should the business close entirely or sell off to a larger operation? Is there a family member who could take over?
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Valuing Closely Held Businesses: What You Need to Know

Posted 5:45 PM by
The valuation of closely held companies is a large and growing practice. However, most people are not aware of this valuation activity since the companies being valued are closely held and, thus, private in nature. Additionally, since closely held entities are typically smaller than publicly traded entities, fewer investors are affected by the results of such valuations.
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Succession Planning for Professional Services Firms: The ESOP Option

Posted 7:55 PM by
Employee stock ownership plans (ESOP) were traditionally viewed as acquisition vehicles used in transactions involving manufacturing or other capital-intensive businesses; however, more often, ESOPs are being considered and successfully used for the transition of ownership in professional services firms.
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Client Success Story: Bulldog Battery

Posted 5:00 AM by
After an unsuccessful attempt at a third-party sale, industrial battery manufacturer Bulldog Battery looked to KSM for help developing an exit strategy.
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How Annual ESOP Share Price Is Determined

Posted 5:00 AM by
Employee Stock Ownership Plans (ESOPs) are becoming more and more common. Being part of a company that is an ESOP can be very exciting and rewarding. However, ESOPs can sometimes be complicated and employees often have many questions about how the ESOP structure works. A very common question relates to how the shares of an ESOP are valued.
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Flinchum, Hooper, and Lyon to Speak at 2017 ATA National Accounting and Finance Council Conference

Posted 5:44 PM by
Katz, Sapper & Miller’s Mark Flinchum, Randy Hooper, and Ben Lyon will present at the 2017 American Trucking Associations' (ATA) National Accounting and Finance Council Annual Conference.
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Manchir to Present at Great Lakes Regional ESOP Conference

Posted 1:16 PM by
Andy Manchir, director in Katz, Sapper & Miller’s ESOP Services Group, will co-present at the upcoming ESOP Association’s Great Lakes Regional ESOP Conference, taking place Oct. 19-20 in Sandusky, OH.
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Flinchum to Speak at The ESOP Association’s Joint Conference for the New South and Carolinas Chapters

Posted 3:03 PM by
Mark Flinchum, a partner in Katz, Sapper & Miller’s ESOP Services Group, will speak at The ESOP Association’s Joint Conference for the New South and Carolinas chapters.
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Manchir to Present at ESOP Association’s Annual Conference

Posted 4:00 AM by
Andy Manchir, director in Katz, Sapper & Miller’s ESOP Services Group, will speak at the ESOP Association’s 40th Annual Conference.
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Flinchum to Speak at IMTA’s 2017 Spring Transportation Summit

Posted 4:00 AM by
Mark Flinchum, a partner in Katz, Sapper & Miller’s ESOP and Transportation Services Group, will lead a discussion on employee stock ownership plan (ESOP) basics and succession planning tools at Indiana Motor Truck Association’s (IMTA’s) 2017 Spring Transportation Summit.
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