Lots of Tax Advantages with an ESOP – Even Tax-Free!

Lots of Tax Advantages with an ESOP – Even Tax-Free!

Although it’s a very powerful structure for many ESOP owned companies, it continues to be shocking to many owners and their tax advisors that a company owned 100% by an ESOP is essentially tax exempt. Believe it! This competitive tax advantage is the result of the...
5 Steps to Fund ESOP Repurchase Liabilities

5 Steps to Fund ESOP Repurchase Liabilities

Are your company’s ESOP repurchase obligations like a monster hiding in the closet? How can you develop a plan for managing and funding repurchase obligations if you don’t know what they are? An ESOP company with privately-held stock has a statutory...
Determining the Feasibility of an ESOP

Determining the Feasibility of an ESOP

An Employee Stock Ownership Plan (ESOP) can be a great option for business owners who are developing a succession strategy, providing an additional retirement benefit for employees, or hoping to achieve diversification, but is it right for your company? To answer this...
Collaborate, Don’t Sell

Collaborate, Don’t Sell

Selling or Buying Selling – the act of providing goods or services for money. Buying – the act of procuring goods or services for money.   They sound similar, and ideally are similar. They are interdependent, yet they manifest themselves in different...
What’s Behind Your Question

What’s Behind Your Question

Embrace Customer Objections, Don’t Overcome Them   You’re shopping for a new car and you’re about to make a deal.  It’s the make, model and color you want.  But, you’re anxious; you’re just not sure.  Your anxiety exists on several levels. That’s a lot of money...
Stop Cold Calling

Stop Cold Calling

I recently came across a post on LinkedIn that sparked thousands of comments. It was about how a salesperson felt when a CEO reacted negatively to a series of cold call emails from the salesperson. The comments were varied, some siding with the salesperson, and some...
Failure is Inevitable

Failure is Inevitable

“I failed 100 times before I became enormously successful.” Or something like that. That’s the humble response you hear from many successful entrepreneurs when asked what it was that lead them to their success. As humble or deflecting the phrase might be, it has huge...