Prioritizing client education to empower decision makers throughout their transaction

ESOP Tax Advantages

September 11, 2018

Congress has chosen to bestow a variety of significant tax benefits on business owners and companies that participate in a special ownership structure.  Because it is very difficult for a fully taxable ownership structure to compete with a tax-advantaged structure, many business owners should evaluate the possibilities under this special structure, known commonly as an Employee Stock Ownership Plan (ESOP).  The ESOP structure provides shareholder and corporate tax benefits which require proper consideration and transaction structuring to ensure maximum benefit.

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How to Close the Valuation Gap

June 15, 2018
According to IBISWorld, 98% of business owners do not know the value of their business or have an unrealistic idea of the value of their business. [1]   Business owners who have unrealistic expectations about the value of their business can experience a ‘valuation gap’ - the difference between the fair market value of a company and the business owner’s value expectations. The number one reason a company does not sell is due this valuation gap. 
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Best Practices for Identifying Buyers of Choice

June 12, 2018

Business owners thinking about transitioning out of their companies must consider factors that help identify and target buyers of choice.  Certainly, active acquirers that consistently demonstrate an ability to pay handsome prices, close deals rapidly and continuously create shareholder value via acquisitions is a winning combination.

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How Transportation Companies are Achieving Success through ESOPs

June 12, 2018
Transportation companies are thriving today.  But the industry’s most coveted asset, its drivers, are being heavily courted in a competitive employment environment.  For a majority of transportation companies, driver satisfaction goes hand in hand with company reputation, customer satisfaction and success.  The American Trucking Associations (“ATA”) reports that the transportation industry has struggled with driver shortages over the past 15 years.  The shortage further exacerbates profit margin as the recent tight labor market has given rise to increased wages for drivers.
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Tax Reform Enhances ESOP Benefits

April 06, 2018

Are you a business owner considering a partial or total ESOP (Employee Stock Ownership Plan)?  If so, you are likely to find that the Tax Cuts and Jobs Act of 2017 will produce greater benefits for you and your company’s stakeholders than before the law was passed. 

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Why Investment Bankers are Your Most Valuable Asset

February 08, 2018

Research consistently shows that the additional cost of an investment banker is a fraction of the value they add.  

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ESOP Valuations and the Effect of Tax Reform

January 19, 2018

Late last year Congress passed the final version of the Tax Cuts and Jobs Act of 2017. Although the plan does not alter ESOP legislation, there are some indirect effects on ESOPs.  Some of the changes will impact the valuations of ESOP-owned companies.

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Growth Through Acquisitions

December 06, 2017

Among the fastest ways for a company to grow entity value is through accretive acquisitions. With a well-executed acquisition strategy, companies can realize significant value in the first year, which often accelerates in the years that follow.

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Merger of Lennar & CalAtlantic Precursor to Further Consolidation

November 21, 2017

Lennar Corporation recently announced the acquisition of CalAtlantic Group.  Together, the companies form the largest home builder in the U.S.

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Increased Capital Creates a Seller's Market

November 20, 2017

Bloomberg reports private equity firms currently have more than $950 billion of capital waiting to be invested in the marketplace.

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Andre Sutherland

 

Andre Sutherland

Valuation

Orlando Office

407-621-2100 (main)

asutherland@pcecompanies.com

Connect
407-621-2119 (direct)

407-621-2199 (fax)

Daniel Kvarnberg

 

Daniel Kvarnberg

Valuation

Orlando Office

407-621-2100 (main)

dkvarnberg@pcecompanies.com

Connect
407-621-2132 (direct)

407-621-2199 (fax)

David Jasmund

 

David Jasmund

Investment Banking | ESOP

Orlando Office

407-621-2100 (main)

djasmund@pcecompanies.com

Connect
407-621-2111 (direct)

407-621-2199 (fax)

Eric Zaleski

 

Eric Zaleski

Investment Banking | ESOP

Chicago Office

847-851-2088 (main)

ezaleski@pcecompanies.com

Connect
847-239-2466 (direct)

407-621-2199 (fax)

Mark Klopfenstein

 

Mark Klopfenstein

Advisory

Atlanta Office

407-621-2100 (main)

mklopfenstein@pcecompanies.com

Connect
678-596-6306 (direct)

407-621-2199 (fax)

Melissa Ritter

 

Melissa Ritter

Investment Banking

Orlando Office

407-621-2100 (main)

mritter@pcecompanies.com

Connect
407-621-2128 (direct)

407-621-2199 (fax)

Michael Poole

 

Michael Poole

Investment Banking

Orlando Office

407-621-2100 (main)

mpoole@pcecompanies.com

Connect
407-621-2112 (direct)

407-621-2199 (fax)

Michael Rosendahl

 

Michael Rosendahl

Investment Banking

New York Office

407-621-2100 (main)

mrosendahl@pcecompanies.com

Connect
201-444-6280 Ext 1 (direct)

407-621-2199 (fax)

Will Stewart

 

Will Stewart

Investment Banking | ESOP

Orlando Office

407-621-2100 (main)

wstewart@pcecompanies.com

Connect
407-621-2124 (direct)

407-621-2199 (fax)

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