The ESOP Advantage: Productivity and Profitability of Employee-Owned Companies
Research from the NCEO and the University of Pennsylvania links employee ownership with higher productivity and profitability. What the evidence shows.
Katie Heim
The ESOP Dual Path Sale Process: A Unique Strategy for Business Succession
Our Dual Path process makes an ESOP compete with strategic and financial buyers in one auction — so sellers choose with real market evidence in hand.
Michael Walling
The Ins and Outs of an ESOP Transaction
How ESOP transactions actually work: structure, financing, tax treatment, ERISA rules, Section 1042, valuation, distributions, and the risks to weigh.
Michael Walling
Partners in the Foxhole: Supporting Advisors Through a Client's Exit
How RBG Capital keeps financial advisors front and center when an entrepreneurial client sells or recapitalizes — with the relationship protected in writing.
Tim Sperling
Comparison of Acquirers: Private Equity, Strategic Buyers, MBOs, and ESOPs
Who buys your business shapes everything after the sale. A side-by-side look at private equity, strategic buyers, MBOs, and ESOPs — and the trade-offs of each.
Michael Walling
ESOP: A Brief Introduction
A plain-English introduction to ESOPs: how they work, the tax advantages for owners, companies, and employees, and what to weigh before pursuing one.
Tim Sperling
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 Walling
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
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