Easy as Pi
Many of the ESOPs I have worked on over the past 40-plus years have been about as “easy as pi.” For those of you who, like me, slept through algebra class, here is how Wikipedia defines “pi.”
All in the Family
This case study is about a family-owned business located in a small town. The Company is owned and run by a husband and wife who are in their early 60’s, with the help of their son. Their daughter lives in…
Neither a Borrower Nor a Lender Be
November of 2007 was a time of great economic uncertainty. Lehman Brothers had collapsed. There was a meltdown in the credit markets as a result of the subprime debacle.
Ultimate ESOP Success
I have entitled this case study “Ultimate ESOP Success” because I think it is the best representation I’ve seen of Louis Kelso’s dream of ESOPs enabling more Americans to accumulate capital.
