Tag: finance
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Offense is the Best Defense: Why ESOPs Need an M&A Playbook Now
Employee-owned companies can capitalize on a dynamic small business M&A market and use acquisitions to compete, grow, and fulfill their fiduciary duty. Small businesses that employ tens of millions of American workers will sell to new owners this decade, creating both a risk and an unprecedented opportunity to transition these businesses to long-term, sustainable ownership…
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The Force Multiplier
Why Investors and Businesses Are Betting on Employee Ownership When Bob Moore, co-founder and CEO of Bob’s Red Mill, passed away in February 2024, he left behind more than just a successful whole-grain foods brand—he left a legacy of employee ownership. In 2010, he made the bold decision to transfer 100% ownership of the company…
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ESOP CEOs Drive Value and Reduce Risk through Acquisitions
Employee ownership is good business, and employee-owned companies make for successful acquirers. In a crowded market for lower-middle market acquisitions, ESOPs stand apart. Few market participants can match an ESOP’s attractiveness as a well-capitalized buyer that preserves the sellers’ legacy, provides their employees future wealth-building opportunities, and potentially allows the sellers to defer a portion…
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THE EMPLOYEE OWNERSHIP SCENARIO
We often encounter two distinct scenarios among business owners considering employee ownership. The first involves owners and their partners who are in the early stages of exploring employee ownership as a potential cornerstone of their growth strategy and long-term succession plan. These owners are seeking guidance on whether employee ownership aligns with their vision and…
40 MILLION OWNERS 