What the Retire Through Ownership Act Means for ESOPs President Donald Trump signed the Retire Through Ownership Act into law on October 15, 2026, clarifying how privately held company stock

Selling a business is one of the most significant decisions an owner will make. The right exit strategy depends on more than valuation; it requires understanding the owner’s objectives, the

ESOP Overview for Contractors Contractors build more than infrastructure; they build communities, livelihoods, and legacies. That’s why, when it comes time to sell, ESOPs are the industry’s preferred exit strategy.

Choosing the right ownership transition isn’t just about finding a buyer—it’s about finding the right outcome. An Employee Stock Ownership Plan (ESOP) is one of the most effective strategies for

For many cannabis business owners, the biggest challenge isn’t deciding to transition ownership—it’s identifying a viable path to do so. Unlike a traditional exit, an Employee Stock Ownership Plan (ESOP)

How to Choose the Best ESOP Advisor For business owners considering a sale to an ESOP, the right advisor will help ensure the transaction is structured and executed around their

Real Value Is Built After the Transaction Most conversations around ESOPs focus on getting the deal done. But the reality is this: the success of an ESOP is not determined

For business owners considering an Employee Stock Ownership Plan (ESOP), timing is everything—especially when it comes to securing the 2025 pre-close contribution deduction. With September 15 on the horizon, taking action

An Employee Stock Ownership Plan (ESOP) can provide a thoughtful path to transition ownership while preserving a company’s culture, rewarding employees, and maximizing tax efficiency. Understanding ESOPs as an Ownership