Oxburgh Row Financial Blog

Articles

ESOPs May Help Reduce Income Inequality Among Workers

March 28, 2016

Employee stock ownership plans appear to equalize wealth and wage distributions, according to a paper by Jared Bernstein. However, their effect may be limited by plan design and access... (Read more)

A little “thank you” in the office goes a long way

March 04, 2016

Who doesn’t like a pat on the back for a job well done? Employee recognition is a big part of the work environment. It helps boost engagement and improves morale. Research shows that employees who feel appreciated are more likely to be loyal and... (Read More)

Is your business considered to be a ‘joint employer’?

February 22, 2016

Today, the employer-employee relationship is much more complicated. Many companies use third-party management companies, staffing agencies and other labor... (Read more)

What successful business owners and managers have in common

February 11, 2016

It’s not always easy keeping a young business alive. In fact, the U.S. Small Business Administration says only two-thirds of new businesses make it past two years, half make it at least four years, and only 40 percent survive for six years or more.... (Read more)

We help partners resolve disputes effectively and efficiently

January 29, 2016

Clearly outlining a relationship with a business partner is an important and vital step in the establishment of a business. A written partnership agreement is essential... (Read more)

Are you driving while you’re distracted?

January 15, 2016

Distracted driving is a growing cause of car accidents nationwide. Whether it’s on-the-go eating, putting on makeup or checking a text, distracted driving is a serious safety risk... (Read more)

Business valuation services for a wide range of situations

December 24, 2015

Are you looking for a business valuation expert? Perhaps you need clarity on the value of a holding company or operating entity. Or maybe there’s a merger or acquisition... (Read more)

Tax tools for small businesses

December 10, 2015

Love online tools? The IRS has a variety of online resources for small businesses of all types and sizes. From webinars to online reminders, here are some of the most popular... (Read more)

A simple rule for marketing your small business on social media

November 24, 2015

Have you heard of the 5-3-2 rule? If you’re using social media to promote you and your business, it’s a great way to help you decide what types of content to post... (Read more)

What is your definition of success?

November 12, 2015

How do you define success? According to the Merriam-Webster dictionary, success ‘includes not only the achievement of wealth, respect or fame... (Read more)

Case study: The benefits of forming an ESOP

October 22, 2015

Employee Stock Ownership Plans can be a important part of an effective exit strategy. Are you familiar with all of the benefits of forming an ESOP? The story of Schweitzer... (Read more)

Do you have a plan to address your state estate tax burden?

September 24, 2015

Federal estate taxes seem to be in the news a lot these days, but did you know that most people don’t pay this controversial tax? Only the estates of the wealthiest 0.2 percent of... (Read more)

Go to lunch! Why a mid-day getaway is so important

September 10, 2015

Time is a precious commodity. That’s why you almost feel guilty if you leave your work space and go to lunch. Who has the time for that, anyway?

Well, you do. And if not, you should make some... (Read more)

What are the advantages of a management buyout?

August 27, 2015

Is an MBO or LBO right for you and your business? A management buyout (MBO) is a complex transaction in which a company’s managers acquire a large part or... (Read more)

Are you and your business prepared for the unexpected?

August 13, 2015

You may have heard the sobering statistic: About half of small businesses never reopen their doors following a disaster. That’s why we wanted to share with you three great ways... (Read more)

Is Your Company a Good Fit for an Employee Stock Ownership Plan?

July 29, 2015

If you're like many successful entrepreneurs, a significant amount of your personal wealth consists of your ownership int... (Read more)

Most millionaire business owners have no succession plan

July 22, 2015

Private companies have created vast wealth for millions of Americans. But as business owners start reaching the later stages of their careers, a new study showed that... (Read more)

Five (surprising!) facts about small businesses

July 10, 2015

Small businesses have a big impact on our nation's economy. Did you know that the nation's 29 million small businesses outnumber large corporations nearly 1,200 to 1? Here are five other facts about small businesses you may not know: 1. The... (Read more)

Succession planning vital for client retention

July 6, 2015

Firms that fail to plan for partner retirement risk losing both high-value clients and up-and-coming leaders. Some firms are not doing enough to smooth the transition into retirement for senior partners... (Read more)

Negotiate Like a Pro -- 7 Techniques When Selling Your Company

June 29, 2015

After years of cutting deals with vendors and customers, most business owners have had their fair share of practice in negotiation. But when it comes to selling their ... (Read more)

The million-dollar question: Is it time to sell your company?

June 25, 2015

Have you been thinking about selling your company? Whether you've been in business for five years or 50, it can be a tough decision. But once you've decided it's the right thing to do, where do you start? Here at Oxburgh Row, we are... (Read more)

Great ways to be prepared if your mobile device ever goes missing

June 11, 2015

Would you be lost if your smart phone, laptop, or tablet went missing or was stolen? Unfortunately, more thieves are targeting expensive personal mobile devices for theft. Not only are these devices valuable, but a savvy hacker can access your... (Read more)

Ownership transition solutions for your growing company

May 28, 2015

There comes a time in every business when ownership must transfer from one person or group to the next. Oxburgh Row Financial helps bridge the divide between succession planning and structuring the enterprise for long-term growth and... (Read more)

Do you have to pay estate and inheritance tax to your state?

May 21, 2015

The chart below lists the estate and inheritance taxes levied by the states that impose them. Bear in mind that state laws on these matters change frequently, so check with an attorney or tax adviser if you inherit money in the future. (Read more)

Investigate the tax benefits of forming an ESOP

April 23, 2015

Employee Stock Ownership Plans are S-Corporations that can grant business owners significant tax benefits. Most research about ESOPs focuses on the benefits to employees. Many studies, for example, show that a sense of ownership can be a... (Read more)

Six easy (and effective!) ways to prevent identity theft

April 10, 2015

Identity theft is a fast-growing type of crime. But did you know that it's also the No. 1 source of consumer complaints made to the Federal Trade Commission last year? It's actually been the No. 1 complaint for the past 15 consecutive... (Read more)

Don’t use these PIN numbers with your credit, debit or ATM cards

March 26, 2015

If you lose your credit, debit or ATM card, how difficult would it be for someone to clean out your account? Easier than you might think. More than one-quarter of all credit and debit card passwords could be guessed by attempting just 20... (Read more)

What’s in store for the estate tax exemption?

March 10, 2015

Tucked into President Obama's budget for fiscal year 2016 are some significant proposals that could once again make the federal estate tax one of the top concerns among high-income Americans. The proposals are designed to generate as much as $214... (Read more)

Estate planning and your digital assets

March 05, 2015

If something were to happen to you today, what would happen to your e-book collection? Your Facebook and Twitter accounts? All those tunes you've stored on your cloud drive? Treasured emails from a loved one? All of the family photos you have... (Read more)

Using ESOPS in Succession Planning

February 4, 2015

A Case Study: An ESOP is one of many options available to business owners considering succession-planning options. There are substantial advantages, but there are also regulatory and cost considerations. A feasibility study may suggest whether the ESOP is an appropriate option. In this article, authors Kelly... (Read more)