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Registered Rep. December 1, 2006 Lynn O'Shaughnessy |
The ABCs of ESOPs Too many advisors are unfamiliar with employee stock ownership plans. Mastering how this obscure qualified retirement plan works can ultimately benefit at least some of your clients, especially those who have a great deal of their net worth tied up in their own businesses. |
Inc. December 2005 John Case |
ESOP Facts Answers to the questions that business owners frequently ask about Employee Stock Ownership Plans. |
Entrepreneur September 2004 Joan Szabo |
Getting Their Slice Save money, and keep employees happy with stock ownership plans. |
Inc. December 2005 John Case |
The Ultimate Employee Buy-in Sell the company to your employees? It's a great idea -- both for you and for the business you're leaving behind. |
Entrepreneur July 2006 C.J. Prince |
Mutual Benefits An employee stock ownership plan lets you take some cash out of your company while giving your workers a stake in the business. |
CFO June 2003 Kris Frieswick |
ESOPs: Split Personality An ESOP is a retirement plan. No, it's an ownership investment. Wait -- it's neither one. |
Inc. September 2008 |
Selling Out The top five exit strategies. |
Investment Advisor October 2006 Mark Tibergien |
The ABCs of IOUs When selling to an insider, financial advisory practice owners have more options than they realize. |
Registered Rep. July 6, 2015 Diana Britton |
40 Wirehouse Advisors Under 40: Keith Apton Ninety percent of Apton's ESOP work is from referrals by accountants, investment bankers, tax and estate attorneys, or existing clients. Year-to-date through June, he's brought in $110 million in net new money. |
Investment Advisor May 2007 Lewis Schiff |
Are You Ready for Advanced Planning? Wealthy clients want a trusted advisor who can help them address a multitude of financial concerns. Here is how to move beyond average. |
Inc. August 1, 2000 Bo Burlingham |
The Boom in Employee Ownership More than 15% of the private-sector workforce is now covered by one ownership plan or another, and that figure is growing. It may get an additional boost from a new study on the effects of stock options... |
Inc. April 2007 Jack Stack |
My Awakening How an entrepreneur from Singapore opened my eyes to what I have to do to remain competitive in Springfield. |
Financial Advisor June 2005 Timothy Kochis |
Letting Go Helping clients overcome financial and emotional barriers to diversifying concentrated stock positions. |
Salon.com December 12, 2002 Farhad Manjoo |
United's ESOP fable Did employee stock ownership drive the airline into bankruptcy? |
AskMen.com Terence Channon |
Employment Benefits Learn how to earn more employment benefits. |
Inc. September 2004 Darren Dahl |
Geography is Destiny Companies can achieve competitive advantage by employing creative strategies for their real estate, as demonstrated in these three case studies. |
Inc. October 1, 2000 |
CEO's Notebook She fired her sales reps and has no regrets... Saga Software has a performance bonus system with some added oomph... More Stifled Growth... Family and Medical Leave Act... Employee Retirement Income Security Act... Fair Labor Standards Act... Moving On Up -- On a Budget... etc. |
Inc. November 1, 2002 Christopher Caggiano |
The Right Way to Pay After decades of paying employees in the same old way, cutting-edge CEOs are solving their worst compensation problems by adding one critical factor: risk. |