ESOP Case Studies
When business owners retire or sell, they have several options for how to handle the ownership transition. A good choice for many companies is a ... [continue]
When business owners retire or sell, they have several options for how to handle the ownership transition. A good choice for many companies is a ... [continue]
You have built a company to be proud of, but now you are ready to start planning for new adventures in retirement. The ESOP option looks appeali ... [continue]
You have built a company to be proud of, but now you are ready to start planning for new adventures in retirement. The ESOP option looks appeali ... [continue]
When you are gone, who will carry the torch?
Chances are, you have been giving this question some thought lately. You might be discus ... [continue]
When you are gone, who will carry the torch?
Chances are, you have been giving this question some thought lately. You might be discus ... [continue]
Retained by a mid-size, family-owned manufacturing company to further improve the relat ... [continue]
Retained by a mid-size CPA firm to coach six income partners to prepare at least three ... [continue]
The Problem
[continue]BACKGROUND
- Work includes highway and bridge construction, overl ... [continue]
A long-standing OneAmerica ESOP client wanted to add rebalancing to their ESOP. Rebalancing is a technique used in ESOPs that have both st ... [continue]
OneAmerica was involved in a finalist presentation for a prospective 401(k) and DB client (1 401(k) $25mm, 2 DBs totaling $25mm). As it tu ... [continue]
A new ESOP was preparing for its closing. The 100% owner was trying to decide whether to take
a 1042 election and defer the capital gai ... [continue]
The purpose of this transaction was to finance the purchase of the remaining 52% of the company stock from various shareholders of the com ... [continue]
The purpose of this transaction was to finance the purchase of the remaining 52% of the company stock from various shareholders of the com ... [continue]
