ButcherJoseph & Co.

This month, we celebrate the dedication, commitment, and spirit of all employee-owners across the country. At ButcherJoseph & Co., we believe employee ownership drives innovation, accountability, and success. Join us in recognizing and honoring the power of employee ownership.  Below are some resources about employee ownership and its benefits you may find valuable. Educational Programs Rutgers University Institute for the Study of Employee Ownership and Profit Sharing provides academic programs, research, and conferences focused on employee ownership and profit-sharing. Website: www.smlr.rutgers.edu Beyster Institute at UC San Diego Rady School of Management offers education, training, and consulting services to promote employee ownership and entrepreneurship. Website: www.rady.ucsd.edu Publications "The Citizen's Share: Reducing Inequality in the 21st Century" by Joseph R. Blasi, Richard B. Freeman, and Douglas L. Kruse is a comprehensive look at the history, benefits, and future of employee ownership in the U.S. To order, go to: https://bit.ly/3WCY0RO "Employee Ownership and Shared Capitalism" by Edward J. Carberry examines the impact of employee ownership on business performance and worker well-being. To order, go to: https://bit.ly/4fjYkMx #EmployeeOwnershipMonth #Teamwork

ButcherJoseph & Co. was selected as finalists for four awards by The M&A Advisor: the sale of Environmental Restoration LLC to the Environmental Restoration Employee Stock Ownership Plan for the Industrials Deal of the Year and the Corporate Strategic Deal of the Year; the sale of ITR Economics to Crowe LLP for the Professional Services Deal of the Year and the M&A Deal of the Year. Congratulations to our deal teams on these transactions consisting of Rick Hennessey, Tristan Tahmaseb, Carter Smith, and Jake Johnston.

We are delighted to announce we have hired two new Associates at the Firm.  Welcome Chris Ayala, CFA and Courtney Funk.  We are excited to have you on board!

Sending best wishes on #LaborDay to everyone in the workforce and to those safeguarding workers' rights. Today, we celebrate and honor you!

ButcherJoseph & Co.'s Jeff Buettner, Carter Smith, Patrick O'Neil, and Jack Thurston will be attending The ESOP Association's 2024 Midwest Chapter Regional Conference from September 18-20, 2024 in Kansas City, MO. If you plan to attend, schedule some time with them to connect.

Alberto Toribio del Pilar joins Pamella De Leon, senior editor of CCJ — Commercial Carrier Journal, and other industry experts to discuss succession planning for family-owned businesses. #successionplanning #founderowner #ESOPs #MNA

We're thrilled to welcome Jacob Brown and Alexander Schuster to the ButcherJoseph & Co. team as Analysts. Jake and Alex will play key roles in driving our financial analyses and crafting presentation materials to enhance our advisory and valuation services. Welcome aboard! 

ButcherJoseph & Co.'s Alberto Toribio del Pilar discusses IRC Section 1042 as a strategic tool for retirement and exit planning for business owners with the Journal of Financial Planning. He explains how financial planners can offer significant value to business-owning clients by introducing an ESOP as an exit option. https://lnkd.in/g7YRHZPX

Carter Smith recently discussed the advantages of an Employee Stock Ownership Plan (ESOP) with Food and Beverage Magazine, highlighting its potential as a valuable alternative for business owners considering succession options. Smith emphasized that an ESOP facilitates a seamless ownership transition while offering significant benefits to employees. This approach not only ensures the continuity and legacy of the business but also motivates employees by giving them a stake in the company's success.

In this webinar, ButcherJoseph & Co.’s Tristan Tahmaseb joins ITR Economics Lauren Saidel-Baker, CFA for a complementary webinar where they discuss the general outlook for the economy, M&A activity, and how to ensure your business is well-positioned for a sale now or in the future. Click below to watch the webinar.