◀ The Principal Blog

Posts from the ‘Advisors’ category

ESOPs: Keeping it simple



“Could it really be that simple?” Ben Gates (played by Nicholas Cage), National Treasure Many, if not most, business owners believe selling their company is anything but simple. There are a myriad of options, each with their own pluses and minuses.  Just a few issues to think through: When is…

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LDI Déjà vu



Undoubtedly marking a high point in Tom Cruise’s storied career, I have selected one of his films to serve as a defined benefit (DB) metaphor for the second time in three blogs!   This time, it is the 2014 sci-fi thriller Edge of Tomorrow (confusingly released to video under a different name:…

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