He sold his San Diego business for the promise of scale, upside, and a second bite of the apple. What he inherited was ambiguity, pressure, and a role no one had fully defined. A PE roll-up fable. I sold my….
By Michael Bannon, CSG Partners The process behind forming and financing an employee stock ownership plan is unique among M&A transactions. Leveraged ESOPs can deliver profound benefits, but careful planning and execution are key. When private companies blindly rush to….
Imagine this: You’ve spent years—decades, even—building your business. It’s your baby, your legacy, your identity. Then, one day, the call comes. A buyer is interested. For most business owners, this moment should be a triumph. But all too often, it’s….
