In mid-2020, FMI partnered with the Construction Financial Management Association (CFMA) to survey construction executives on their ownership transfer and management succession (OTMS) plans. The results presented are based on almost 250 responses.
Earlier this year, FMI and Construction Financial Management Association (CFMA) partnered together to survey construction owners and executives on their ownership transfer and management succession […]
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The U.S. Supreme Court's ruling in Connelly vs. United States requires that corporate-owned life insurance proceeds used for share redemptions upon a shareholder’s death be included in estate tax […]
Transitioning to an employee stock ownership plan (ESOP) means a period of big change for a company. It’s also the best time to rethink the company board. In this paper we provide best practices […]
The way companies transition leadership at the executive level remains a critical indicator of future success and business stability.
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