What's Next Hosted by Acuity Advisors Podcast Por Acuity Advisors arte de portada

What's Next Hosted by Acuity Advisors

What's Next Hosted by Acuity Advisors

De: Acuity Advisors
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 Welcome to What's Next, hosted by Acuity Advisors, the show where we help business owners understand how to monetize the value of what they built, and navigate one of the most crucial steps in their financial lives, which is to say, succession planning, transition, and ultimately exit. Economía Finanzas Personales
Episodios
  • Is an ESOP Right for You?

    Is an ESOP Right for You?
    Jul 27 2023

    In this podcast, we look at the fundamentals of ESOPs, their benefits, drawbacks, and when and where they are a good fit for a business owner who is seeking a transition of ownership.
     
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    31 m
  • ESOP Transactions & The Current Debt Markets – Are Deals Getting Done?  

    ESOP Transactions & The Current Debt Markets – Are Deals Getting Done?  
    Jan 4 2023

    While 2022 was a challenging year for many index funds and most everyone’s 401(k), private market buyouts and ESOP transactions remained relatively robust, in terms of both valuation and transaction volume.

    In this month’s episode, Chris and Chase sit down to unpack how, even amid rising interest rates and the prospect of a recession, business owners were still able to leverage ESOPs to achieve their succession goals, and what dynamics lay ahead for owners weighing a sale in 2023.
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    20 m
  • Q4 ESOP Update: Topics, Trends & Takeaways from the CAWS Conference

    Q4 ESOP Update: Topics, Trends & Takeaways from the CAWS Conference
    Oct 12 2022

    As overall M&A activity in the U.S and around the world cools off, new ESOP formations continue to show high levels of activity, even amid turbulent macro conditions. In this month’s edition of What’s Next, Chris and Chase share their insights on how the market for ESOP transactions can be so resilient, and what the industry at large is focused on heading into year-end.
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    20 m
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