Infographic: Longest Running Bull Markets in the Modern Era

This week the S&P 500 reached a record milestone – the longest sustained bull market in history! See how other…

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Allegiance Business Cycles Whitepaper

The Business Cycle: Staying Ahead of the Curve Leads to Entrepreneurial Success

Why do the largest hedge funds and financial institutions like private equity (PE) do so well? The answer is they…

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What Does a Private Investment Bank Like Allegiance Capital Do?

Allegiance Capital works with privately-held and closely-held companies; which means that we work with business owners, entrepreneurs, partners and families…

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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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The Power of an ESOP: Shield Your Legacy

By establishing an Employee Stock Ownership Plan (ESOP), a business owner can receive maximum value for the stock of a…

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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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