Because many younger physicians are too debt-burdened or risk-averse to buy practices, retiring physicians are often left without a clear exit strategy, according to an article from Medical Economics.

Atlys said said it provided the eligible employees the option to liquidate up to 25% of their vested options The ESOP buyback was likely carried out along with the startup’s $36 Mn Series C funding ...

Senate Democrats, led by Sens. Elizabeth Warren (Mass.) and Jeff Merkley (Ore.), unveiled a bill to rein in private equity ownership of housing at a time when the country is facing an estimated ...

Surety bonds are credit-based guarantees that depend on a contractor’s financial strength, liquidity, and cash flow stability, directly impacting project capacity ESOP transactions reshape a company's ...

Raymond James is expanding its investment banking capabilities with the launch of a dedicated employee stock ownership plan (ESOP) advisory practice aimed at helping privately held companies navigate ...

A series of senior appointments this week across wealth management, asset management and investment banking are reshaping leadership teams and expanding advisor-facing capabilities. First Horizon ...

U.S. worker engagement has stagnated for decades, with more than two-thirds of workers feeling detached or disengaged from work. To reverse the trend, many executives have strived to build an ...

With a growing share of financial advisors nearing retirement, succession planning has become a major challenge for the industry. More than a third of advisors plan to retire within the next decade, ...

Before diving in, it is worth underscoring the importance of this topic. The subtitle of this article is not hyperbole. Taking ownership is the most important skill associates must learn. Note that I ...

APPLETON (WLUK) -- A state appeals court rejected an attempt by members of the Appvion Employee Stock Ownership Plan to recover damages after a bankruptcy filing. Meanwhile, another related lawsuit is ...

When owners sell to an employee stock ownership plan (ESOP), the headlines tend to focus on the upside—a succession plan, tax advantages, and the promise of employee ownership. What gets less ...

John Madden would be proud. When I am explaining the difference between probate and nonprobate assets to clients and seminar attendees, I usually produce a diagram that is worthy of the most elaborate ...