Practice Tips

New ESOP communication resource from Blue Ridge ESOP

Tom Roback

Blue Ridge ESOP Associates

1 month ago

Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is

Mar 27, 2025 1 min read Maryland

Practice Tips

SECURE 2.0 Update

Tom Roback

Blue Ridge ESOP Associates

8 months ago

In previous communications, we’ve discussed the significant changes brought about by the SECURE 2.0 Act. Effective implementation of many provisions within the act relies

Aug 21, 2024 5 min read Maryland

Business Value Transfer

ESOP or Acquisition

Cheryl Centeno

XPX Global

1 year ago

Program produced by XPX South Florida. Our Speaker: James F. Higgins, Jr.Managing DirectorPilot Hill Advisors LLC Jim Higgins is a co-founder of Pilot Hill

Apr 29, 2024 1 min read South Florida

Business Value Growth

ESOP Repurchase Obligation Strategy

Tom Roback

Blue Ridge ESOP Associates

1 year ago

https://news.blueridgeesop.com/blog/esop-repurchasing-studies ESOP-Repurchasing-Strategies

Sep 8, 2023 1 min read Maryland

Member News

“Transitioning a Business: Is an ESOP Right for You?”

Steven Migala

Lavelle Law, Ltd.

2 years ago

Join us on May 10 for a Lavelle Law Breakfast Briefs presentation in Schaumburg. Attend this free seminar as Lavelle Law attorneys Steve Migala

Apr 12, 2023 1 min read Chicago

Business Value Growth

GetFunded! Reports Your Client Needs to Secure Bank Financing

Michael Metz

TRUIST (Formerly SunTrust/BB&T)

2 years ago

What makes an established business “bankable” as opposed to perpetually seeking investor capital? The standard suite of financials a bank looks for are pure

Jan 30, 2023 1 min read DC Metro

Member News

Blue Ridge ESOP Associates acquires Crowe plan administration practice

Tom Roback

Blue Ridge ESOP Associates

2 years ago

BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to

Aug 27, 2022 2 min read Maryland

Business Value Growth

Employee Stock Ownership Plans

Michelle Orr

Live Oak Bank

2 years ago

Employee stock ownership plans (ESOP) give ownership interest to employees in the form of stock shares. We’re going to break down what this complex

Aug 25, 2022 4 min read Fairfield County Hartford

Business Value Growth

Blue Ridge ESOP Associates Industry News What is diversification in an ESOP and what are your responsibilities as a Plan Sponsor?

Tom Roback

Blue Ridge ESOP Associates

3 years ago

Internal Revenue Code Section 401(a)(28) allows employees to diversify a portion of their stock once they meet certain eligibility requirements. There are specific age

Jan 4, 2022 1 min read Maryland

Business Value Growth

Blue Ridge ESOP Associates Industry News Disability in an ESOP

Tom Roback

Blue Ridge ESOP Associates

3 years ago

When an employee terminates employment with the company due to a disability, his or her ESOP account may be subject to certain procedures and

Jan 4, 2022 1 min read Maryland

Member News

2021 Was a Great Year for Owners Selling to Employees

James Junker

Pilot Hill Advisors

3 years ago

In 2021, our firm, Pilot Hill Advisors, helped create 8 new employee-owned companies with over 2,000 new employee owners. As part of their exit

Jan 4, 2022 1 min read Chicago

Business Value Transfer, Video

San Antonio Summit 2021: “Double ESOP Success” Alterman, Inc.

Cheryl Centeno

XPX Global

3 years ago

Program Speakers: Krysti Seibert, Director of HR Alterman, Inc. and Chris Thiel, Executive VP and CFO of Alterman, Inc. Moderator: Lisa Mochel (Lone Star

Oct 20, 2021 1 min read San Antonio

Business Value Transfer

Tax Reform & ESOPs

David Fasi

UBS

3 years ago

Why are business owners and their advisors talking about ESOPs? With capital gains taxes on the rise, ESOPs are playing an increasing pivotal role

Sep 17, 2021 1 min read Hartford

Video

What Business Owners Need to Know About ESOPs

Steven Migala

Lavelle Law, Ltd.

3 years ago

This recorded webinar introduces ESOPs as an exit strategy for business owners contemplating a sale. Lavelle Law attorneys Steve Migala and David O’Leary describe

Sep 2, 2021 1 min read Chicago

ESOPs

New ESOP communication resource from Blue Ridge ESOP

SECURE 2.0 Update

ESOP or Acquisition

ESOP Repurchase Obligation Strategy

“Transitioning a Business: Is an ESOP Right for You?”

GetFunded! Reports Your Client Needs to Secure Bank Financing

Blue Ridge ESOP Associates acquires Crowe plan administration practice

Employee Stock Ownership Plans

Blue Ridge ESOP Associates Industry News What is diversification in an ESOP and what are your responsibilities as a Plan Sponsor?

Blue Ridge ESOP Associates Industry News Disability in an ESOP

2021 Was a Great Year for Owners Selling to Employees

San Antonio Summit 2021: “Double ESOP Success” Alterman, Inc.

Tax Reform & ESOPs

What Business Owners Need to Know About ESOPs

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New ESOP communication resource from Blue Ridge ESOP

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