Latest Press Releases

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

"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.