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Browse detailed profiles, services, and insights from experts helping small and medium businesses plan successful transitions, including exiting through employee ownership.
Category type: Course, Learning Material
Exit options: Financial
Category type: Course, Learning Material
Exit options: ESOP, Financial
Category type: Course, Learning Material
Exit options: Financial, Strategic
Category type: Course, Learning Material
Exit options: —
Category type: Course, Learning Material
Exit options: Strategic
Category type: Course, Learning Material
Exit options: EOT, ESOP, Financial, Strategic
Category type: Course, Learning Material
Exit options: EOT, ESOP
Category type: Case Study, Eo Story
Exit options: EOT, ESOP
Category type: Course, Learning Material
Exit options: EOT, ESOP
Category type: Course, Learning Material
Exit options: ESOP, Financial
Category type: Course, Learning Material
Exit options: Strategic
Category type: Course, Learning Material
Exit options: Financial, Strategic
aka : ESOP Repurchase Obligation
A repurchase obligation is the legal requirement for closely held ESOP companies to buy back shares from former employee-owners at fair market value, typically upon retirement, termination, disability, or death.
Similar : ESOP, Diversification, Business Valuation
aka : Community Development Financial Institutions
CDFIs are federally insured and regulated depository institutions that provide credit and financial services to people and communities underserved by mainstream commercial banks and lenders.
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An "ownership culture" in an employee-owned business goes beyond just financial ownership - it is about creating a mindset and work environment where employees truly feel and act like owners, with a vested interest in the company's long-term success.
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Due diligence in M&A is the thorough investigation and verification of a target company's financial, operational, legal, and strategic aspects to assess risks and opportunities before a transaction.
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The team of advisors who will help the selling owner to transition the business to its new owners.
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aka : Certified Public Accountant
An accountant is usually certified in their jurisdiction, using titles such as “Certified Public Accountant”, and qualified to advise on tax laws, analyze financial statements, and perform audits.
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aka : Employee Ownership Advocacy
Advocating for employee ownership with various elected officials including but not limited to local, state/regional and national government bodies and agencies.
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aka : PE
Private equity refers to capital investments made in companies or assets that are not publicly traded. PE investments are typically longer term and less liquid compared to mutual funds.
Similar : LBO, Venture Capital
Category type: Learning Material, Policy
Exit options: Worker Coop
Category type: Course, Learning Material
Exit options: EOT, ESOP
Category type: Case Study, Eo Story
Exit options: EOT, ESOP
Category type: Course, Learning Material
Exit options: EOT, ESOP
Category type: Advocacy Article Or Report, Research Publication, Survey Report
Exit options: Strategic
Category type: Advocacy Article Or Report, Research Publication, Survey Report
Exit options: EOT, ESOP
Category type: Advocacy Article Or Report, Research Publication, Survey Report
Exit options: ESOP
Category type: Advocacy Article Or Report, Research Publication, Survey Report
Exit options: EOT
Category type: Research Publication
Exit options: EOT, ESOP
Category type: Course, Learning Material
Exit options: ESOP
Showing 121 to 150 of 2,044 results