MBO Partners’ Post

Here are the pros and cons of being transparent with your employees. Here's the link to read the entire article: https://bit.ly/3oZ3MPz #tax #exitstrategies #BuildingaLegacy #Legacy

Here are the pros and cons of being transparent with your employees.  Here's the link to read the entire article: https://bit.ly/3oZ3MPz #tax #exitstrategies #BuildingaLegacy #Legacy

Are your top performers as invested in your company's future as you are? It might be time to explore Value Sharing Plans (VSPs). CCA Managing Director, Mike Zuidema discusses the customizable tools that can create an ownership culture among key employees without upfront costs or immediate tax implications. Read the Blog on the Benefits of Value Sharing Plans: https://lnkd.in/gNGMaWbU #ValueSharingPlan #EmployeeIncentive #CorporateGrowth #CCAInsights

In today's fast-paced and ever-evolving business landscape, one thing is abundantly clear: innovation isn't just a buzzword; it's a necessity. For companies to thrive, they must foster a Research and Development (R&D) culture that consistently generates fresh ideas, explores new avenues, and stays ahead of the competition. We take a look at how to do just that. https://buff.ly/45cF6Ci 🍋 #InnovationCulture #RnD #BusinessGrowth #InnovationJourney

In a new white paper, “Regulatory Uncertainty: General Economic Principles and the Case of Employee Stock Ownership Plans,” MGA CEO Alex Brill details the consequences of regulatory uncertainty for businesses and provides a close look at the ongoing uncertainty facing companies owned by employee stock ownership plans (ESOPs). As Brill explains, an ESOP is a type of employee benefit plan that allows a company’s employees to gain an economic ownership interest in their company without using their own money. A lack of formal regulatory guidance from the Department of Labor (DOL) has created burdens and risks that can discourage employee ownership and hamper ESOP-owned businesses. The full white paper is available here: https://lnkd.in/ea_QMBhQ

The ECCTA, a huge overhaul of Companies House, will impact every company registered in the UK and those incorporating a new company. Understanding the impact of the reform, set to be introduced on March 4, 2024, is vital. Learn how we can help you here: https://hubs.li/Q02mFWs10

PSH Partners Russell Stein and Brian Reilly will be teaming up with Crews & co.'s Darren Fredette and Eric Crews at the end of the month to bring you Employment Equity Incentives: Practical and Tax Considerations. Don't miss this live webinar if you would like to learn more about equity incentives and the associated tax implications. Register now!

People are your greatest asset! I have seen first-hand how tax managed services can cultivate a positive employee experience and bring value to a company's bottom-line. Read our latest blog, featuring Brittani R., for more:

Join us next week for a webinar cohosted with LTD Global, LLC! In next week's webinar, Edgility Principal Jennifer Svendsen and LTD Global Human Resources Director Lisa Tyler, will discuss the challenges small orgs face with compensation, and share guidance on how to build an equitable compensation program that fosters growth. Register here: https://hubs.ly/Q02vP3Jl0 #SmallBusiness #EquityInCompensation #EdgilityConsulting #EdgilityWebinar #SmallOrganizations

Why business owners like you should seriously consider Employee Ownership Trusts for a strategic exit: 🔵 Sustaining Company Culture - Ability to preserve the core values and culture that have fuelled your business’ success. 🔵 Motivating & Retaining Talent - When employees become stakeholders through an EOT, they are not just workers; they are invested participants in the company’s success. This shared ownership fosters a sense of commitment and loyalty among employees. 🔵 Tax Advantages - From a financial standpoint, an EOT offers enticing tax benefits for all involved. In some instances, the sale can be structured in a way that provides capital gains tax relief for the owner. Employees may also enjoy tax-free bonuses as part of their profit share, creating a win-win scenario. 🔵 Smooth Transition of Ownership - An EOT provides a structured framework that allows for a gradual handover of control, minimising disruptions to daily operations. 🔵 Social Responsibility & Sustainability - By empowering employees and promoting wealth distribution, business owners can contribute to creating more equitable economic systems and fostering a positive impact on their communities. #businesscoachswindon #success #swindon #scalingyourbusiness