G&C Foods, a leading food redistribution partner known for service excellence and innovative supply chain solutions, today ...
As part of the transaction, the AmbroseAdvisors ESOP administration team and clients will transition to Blue Ridge, further strengthening the firm's position as the market leader in ESOP ...
Metalla Royalty & Streaming Ltd. previously filed a shelf registration for up to US$27.54 million, covering 3,375,561 common ...
Reporting to Christina Kopec Rooney, head of US Wealth, Saltz will lead hedge fund and private investment distribution and manage advisor sales teams across wirehouses, independent and regional broker ...
Prairie Capital Advisors’ latest survey shows stable backlogs, rising tech adoption, and workforce depth as the defining ...
Operations: 22 Price Cutter stores, six Ramey and three Smitty's, plus six convenience stores. ESOP status: 100% employee-owned since Jan. 1 following a leveraged buyout of the company. Erick Taylor, ...
On January 20, 2025, an executive order froze two new pieces of proposed employee stock ownership plan (ESOP) guidance announced in a notice of proposed rulemaking and originally set for publication ...
As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 ...
The leadership of the small- to mid-size trucking companies that make up the majority of America’s trucking ecosystem are aging into retirement. While some have family members waiting in the wings to ...
Forbes contributors publish independent expert analyses and insights. Mary Josephs is an expert in business ownership transitions. In my 30 years-plus advising family business owners and others on ...
In Lee v. Argent Trust Co., the court dismissed ERISA claims challenging an ESOP stock transaction because the plaintiff, who “fundamentally misunderstands the nature of the” ESOP transaction, did not ...