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Business succession consultant releases article sharing key questions that every family business owner needs to ask.

Professional consultant writes helpful article on why pre-death planning should be a priority for families.

Topic: Succession: Navigating Through Conflicts and Difficult Conversations

2020 Inductees - Marty Carmody, Robert Schatz, J. Michael Keeling, and Ken Serwinski - have now joined the ranks of other prominent ESOP advisor honorees already in the ESOP Advisor Hall of Fame.

Internationally recognized business transition consultant Jack Veale releases a critical and timely podcast.

"COVID is making many companies face transitions much more quickly than they would have otherwise. The volume of details that must be dealt with and the decisions that must be made quickly are taking businesses and families by surprise." - Jack Veale, Internationally Recognized Business Succession Consultant

COVID-19 caught business owners by surprise in 2020. However, when a business owner passes away, his/her executor doesn't have to be surprised or overwhelmed with post-funeral tasks. Business succession consultant, Jack Veale, walks us through that stage of grief and transition.

A lot of attention is being paid in the media to COVID-19's epidemiology and economic impact, but Jack Veale brings to light the human cost of waiting too long to organize for what happens after the funeral of a business leader.

New office and new partner for ESOP Plus ®: Schatz Brown Glassman LLP.

​COVID-19 has taught business owners, their professional advisors, their caregivers, and their families that the unexpected can happen and that preparation is the key to lowering the stress and uncertainties of the funeral process.

COVID-19 has taught business owners, their professional advisors, their caregivers, and their families that the unexpected can happen and that preparation is the key to lowering the stress and uncertainties of the funeral process.

In the wake of COVID-19, it has become clear that planning is key for both families and businesses.

In the wake of COVID-19, it has become clear that planning is key for both families and businesses

Announcing the initial podcast in a series designed to prepare business owners and their professional / family caregivers for the worst-case scenario of an untimely death.

Jack Veale, a nationally recognized management consultant for privately held, family-owned and ESOP businesses, has released the Fourth Edition of The Sudden Death Checklist.

Advisory Sessions Available at NCEO Fall ESOP Event for Leaders of Privately Owned Businesses that are Considering an Ownership or Management Transition

High-level Advice Made Avaliable at AWT for Business Leaders Considering Business Transitions

Courts are beginning to make decisions regarding participant motions to invalidate or limit the effect of retirement plans and ESOP mandatory arbitration provisions

Introducing blog posts that make the reader connect real-world events with their own future plans for death and business succession.

Howard Kaplan joins the ESOPMarketplace.com family of ESOP Lawyers, Advisors, and Consultants.

Brian Ippensen appointed to lead of the Interdisciplinary Advisory Committee on Fiduciary Issues at the ESOP Association

ESOP Valuation Expert, Patrice Radogna takes podcast audience through ESOP transition valuation approaches.