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  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    ESOPs in 2028

    October 3, 2012

    The Future Will Probably Include Not Only More ESOPs, But More High-Percentage (70-100%) ESOPs. Here’s Why What will happen with Employee Stock Ownership Plans and Trusts over the next few decades? Many authorities estimate that as many as one out of every two businesses will change hands over that time period as baby boomers enter retirement age and look to transition their long held businesses. Where does that leave these owners? Craig Olinger takes a look at how it all may play out.

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  • Mergers and Acquisitions/Exit Planning - QuickRead Featured

    A Business Plan Needs an Exit Plan from the Very Start

    October 3, 2012

    There are Lots of Exit Options Owners Can Plan for, but Putting Together a Plan is Essential Business owners need to plan the sort of exit they hope for early on and treat exit options explicitly as part of their initial business plan. Whether owners are looking to sell outright, be acquired by another company, go public, choose simply to liquidate, or let the business run dry matters. Here’s why.

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  • Healthcare - QuickRead Top Story

    Current Medical Loss Ratio (MLR) Rebates Have Varied Tax Consequences

    October 3, 2012

    Tax Treatment for Rebates Differs Depending on How Insurance Premiums Were First Paid The last wave of MLR rebates have either reached their recipients or are in the mail. Reed Tinsley explains how healthcare practice managers can determine the appropriate way to treat those rebates when tax time comes.

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