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How Family Businesses Can Encourage Direct Equity Ownership, and Why That’s Important
by Craig Toberman, Toberman Wealth
When you own a family business, it’s not uncommon to keep the ownership among blood relatives.
But as your business continues to grow and thrive, you may find yourself identifying certain non-family members who could help take your company to the next level, even after your retirement.
Understanding Employee Stock Purchase Plans (ESPPs)
by Paul Saad, Collabria Capital
A Breakdown of the ESPP Cycle
Enrollment/Offering Date
An ESPP is a benefit extended at some publicly traded companies that grants employees the ability to buy their employer’s stock at a discount. Employees usually can enroll twice a year in the plan and choose the percentage of salary to contribute, typically up to 15% of annual salary or $25,000.
All About ESOPs
by Jason Speciner, Financial Planning Fort Collins
The first employee stock ownership plan (ESOP) was born in 1956. It all started when the 80-year-old co-owners of a newspaper wanted to sell their business and not see the new owner lay off their loyal employees. Their solution was to sell the business directly to the employees.
But the new problem was that the employees could not come up with the cash or financing to make the purchase.
All About ISOs — and NSOs, Too
by Jason Speciner, Financial Planning Fort Collins
If you’ve already read up on incentive stock options (ISOs) and nonqualified/nonstatutory stock options (NSOs) in our blog on equity comp but have been wanting to take a deeper look, look no further. (And if you haven’t yet, you can head to NSO, ISO, RSU, ESPP, AND ESOP: Making Sense of Equity Compensation Alphabet Soup for the basics.)
Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.
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Good Financial Reads: What You Need to Know About Equity Compensation
Good Financial Reads: Equity Compensation Edition
