Shane Mahmood

About Shane Mahmood

Before working with Allegiance Capital, Shane Mahmood honorably served with the U.S. Army and was a finance student at Cameron University. While serving in the U.S. Army Shane was put into situations that required quick reaction and critical thinking to solve complex problems that plagued an embattled country. Shane uses the same skills learned on the modern battlefield to solve problems that arise in the M&A industry. Shane’s attention to detail and hard work ethic has allowed him to serve his clients and help them realize their business goals.

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Is an ESOP Right for My Ownership Succession Plan? The Top 10 Questions To Ask

Top 10 Employee Stock Ownership Plan (ESOP) Questions 1. Would you like to sell your company, pay no tax on…

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Is an ESOP Right for Our Business? A Checklist for “C” and “S” Corporations

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PART THREE: How Does an ESOP Compare to Alternative Options?

Download and Print Status Quo Minority Sale Majority Sale Full Sale ESOP Retained Ownership 100% >50% Typically 10-40% 0% Varies…

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PART TWO: What Are the Advantages of an ESOP?

When considering succession planning, many business owners are aware of the three most traditional options: sell to an Outsider, sell…

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PART ONE: What is an Employee Stock Ownership Plan (ESOP)?

Owners often have to be jolted into recognizing the need to engage in succession planning. This jolt might come in…

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An Investment Banker wears many hats

You wouldn’t imagine that top chefs, cat wranglers, and investment bankers have all that much in common. But the process…

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