Blog tagged as Employee Ownership

The most satisfied business sellers aren't the ones who got the highest price—they're the ones who negotiated for outcomes that truly matter. Discover the 5 non-financial factors that define a successful exit: legacy preservation, employee welfare, community impact, and personal purpose.

Starting January 2028, S corp owners selling to an ESOP can defer 10% of capital gains through Section 1042—a new benefit from the SECURE 2.0 Act. Learn the math on tax savings, ESOP transaction timelines, costs, and how this compares to management buyouts and strategic sales.