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3 Lessons We've Learned From Publix for a Successful ESOP

If advertising can be believed, Publix is where shopping is a pleasure. This chain of grocery stores, found predominantly across the Southeast U.S., operates on principles devoted to southern...

June 19, 2017 ESOP

5 Disastrous Mistakes to Avoid When Setting Up Your ESOP

ESOPs have a lot to offer businesses in need, but that doesn’t mean establishing a successful plan is going to be easy. As with most things in business, setting up something as complex as an ESOP...

June 12, 2017 ESOP

Get Your ESOP to the Finish Line in 5 Steps

Upon making the decision to move forward with an ESOP, you may think the battle is half won. However, this isn’t exactly the case; instead, the hard part is just beginning. Determining the value of...

June 5, 2017 ESOP

ESOPs: What to Expect When Transitioning

So you've chosen an ESOP as a tool to transition ownership. Great! But what does this really mean? Letting go of the reins can be a challenge for any business owner, especially for owners and...

May 22, 2017 ESOP

What Is an ESOP?

As baby boomers continue to age into retirement, the topic of transition planning becomes central to many businesses. Some company owners plan for a sale to a third party, while others close up shop...

May 15, 2017 ESOP
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