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The Value of Being Independent


June 18, 2019


For the fourth year in a row, Cornerstone Advisors Asset Management, LLC, was selected by Barron’s Magazine as one of the Top 50 Institutional Consultants[1] in the country.

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ESOP Sustainability – It’s About People and Planning


April 16, 2019


Last week, the National Center for Employee Ownership (NCEO) hosted its annual conference in Pittsburgh. An estimated 1,700 people were in attendance, a number that grows annually. Employee Stock Ownership Plan (“ESOP”) sustainability is quickly becoming one of the most discussed topics at this conference--many ESOPs are mature or maturing as shares have been allocated to participants and the debt used to purchase those shares has been satisfied.   To remain sustainable after the initial transaction, successful organizations must develop succession plans while simultaneously generating enough funds to grow the business and also buy out retiring employee-owners.

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