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:

  • The use of floating rate notes (FRNs) as Qualified Replacement Property (QRP)
  • Advantages and disadvantages of a diversified portfolio as Qualified Replacement Property
  • Liquidity through monetization loan strategies

To read our white paper on The Section 1042 Capital Gains Deferral click the link below. 

Click here

*ButcherJoseph & Co. is an affiliate of ButcherJoseph Asset Management.

Contact Jon Curley, Chief Executive Officer, directly to talk about our Section 1042 Strategy and Portfolio Structure.

Email: jon.curley@butcherjosepham.com

Phone: 704-612-6502

ButcherJoseph Asset Management, LLC.

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Advisory services are offered through ButcherJoseph Asset Management, LLC, an investment adviser registered with the state of North Carolina.
All investments include risk, including the possibility of loss of principal.