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Latest·ESOP·March 19, 2026

ESOP vs. Private Equity: Choosing the Right Exit for Your Business

The choice between an ESOP and a private equity sale comes down to more than money — it shapes what happens to your people, your culture, and your legacy. Here is how to think through the decision.

Michael WallingRead article →
Estate PlanningMarch 19, 2026

The $15M Estate Tax Exemption: What Your Family Should Know

Under current law, the federal estate tax exemption is set at $15 million per individual. Here is what that means for your family and the planning decisions worth making now.

C. Tyler Walling

ESOPMarch 13, 2026

ESOPs as an Exit Strategy for Family Businesses: How They Work

For family business owners exploring succession options, an Employee Stock Ownership Plan offers a unique path that rewards loyalty, preserves company culture, and delivers significant tax advantages.

Michael Walling