Our affiliate, ButcherJoseph & Co., is a boutique investment bank with substantial ESOP and Valuation Advisory practices. Their partners have advised ESOP companies on hundreds of deals, ranging from the initial sale to an ESOP to recapitalizing existing ESOP-owned businesses. This expertise helps maximize shareholder value, which has always been one of their core philosophies, in addition to preserving companies’ legacies and generating opportunities for employee wealth creation across the U.S.
At ButcherJoseph Asset Management, we advise shareholders considering the sale of a business to an ESOP. We can provide insight on investment strategies available through IRC section 1042, including:
To read our white paper on The Section 1042 Capital Gains Deferral click the link below.
*ButcherJoseph & Co. is an affiliate of ButcherJoseph Asset Management.