Plan. Grow. Prosper

There are several facets to consider when establishing an ESOP - Employee Stock Ownership Plan - for your business. Ownership stakes, tax implications, and ongoing compliance with regulations are just a few of the angles to consider. Richard Glassman, Partner of ESOP Plus®, is our guest as we discuss options for and implications of ESOPs.

If you have questions about establishing an ESOP for your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

When it comes to selling a small or family-owned business, many questions come into play. Is the owner prepared? Is the family prepared? Are there plans in place? When is the right time to exit the business? Robert McCormack, founder of Murphy McCormack Capital Advisors, is our guest as we discuss options for and ramifications of selling your own business.

If you have questions about selling your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

With the pending sale of a private business, the deal structure of the sale itself must be considered. The sale of business assets and stock also has its own tax and legal ramifications.

Listen as Ed Barone, EGW's Business Transition Advisor discusses the sale of a private business with Kevin McGarry, CPA at Urish Popeck & Co., LLC, and Vance Antonacci, head of Estate Planning with McNees Wallace & Nurick, LLC.

If you have questions about selling your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

In this episode we are joined by John Leonetti, CEO of the International Exit Planning Association, recognized leader and educator in Exit Planning and the author of, Exiting Your Business, Protecting Your Wealth: A Strategic Guide For Owner's and Their Advisors. This episode is part of our podcast series focused on the process we built to help small business owners develop a business exit strategy. Are you ready for your exit? Tune in to learn the vital steps in our 6 Step Process for exit strategy and succession planning.

Plan Grow Prosper.

If you have questions about how we can help you plan, grow, or prosper as an individual or organization, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

When Evergreen Wealth Solutions was founded in 2015, the practice looked a lot different than it does today. A primary focus on helping individuals and families has always been the core of who we are. As our firm has grown, we are also now assisting businesses, institutions, and not-for-profit organizations manage and grow their portfolios and investment objectives.

At Evergreen Wealth Solutions, we have always been, and will continue to be, a planning-cenric firm. But we also strongly believe that our clients and partners should grow, and have a prosperous mindset along the way.

Plan. Grow. Prosper.

If you have questions about how we can help you plan, grow, or prosper as an individual or organization, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

2022 is already off to a busy start - the pandemic is still with us, inflation is on the rise, and geopolitical strife is hitting eastern Europe. How should we evaluate the investment opportunities and mitigate risk when these and other factors fluctuate throughout the world economy? Michael and Kate discuss data-driven strategies we bring to bear in our economic analysis, from our active management philosophy to absorbing the macroeconomic environment.

If you have questions, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

When it comes to selling a small or family-owned business, many questions come into play. Is the owner prepared? Is the family prepared? Are there plans in place? When is the right time to exit the business? Robert McCormack, founder of Murphy McCormack Capital Advisors, is our guest as we discuss options for and ramifications of selling your own business.

If you have questions about selling your business, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

Inflation can be caused by excessive demand for, or inadequate supply of, goods and services. These can range from mundane goods like food, clothing, and gas, to cars, homes, and even investments. Listen as Kate discusses the implications of inflation with special guest Derek Varner, CFA®.

If you have questions about mitigating the risks of inflation in your portfolio, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

A community foundation works to help donors fulfill their philanthropic passion, and to support nonprofit organizations in their area. When donors come forward and are looking to invest funds in charitable giving, they often need help in guiding those funds to make the most impact. Listen as Ed and Kate discuss some of the charitable giving options available with special guest Jennifer D. Wilson, President & Chief Executive Officer of First Community Foundation Partnership of Pennsylvania (FCFP).

If you have questions about allocating funds for charity, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com

What should a business owner plan for when deciding how (or when, or if!) to sell or divest themselves from the business they created? How can the business owner extract value from the company, while taking care of their employees as well as their own heirs? Listen as Ed and Kate discuss these business options with special guest Marshall Welch, an EOS Implementer with a broad range of experience in helping businesses be more successful.

If you have questions about your exit options as a business owner, we'd love to hear from you! Email [email protected] with your questions.

https://www.egwealth.com