Employee Stock Ownership Plan Financing

CB&T offers owners of privately held businesses an opportunity to gain significant personal liquidity. Depending on your goals, an Employee Stock Ownership Plan (ESOP) may be an efficient tool for you to utilize to sell a portion or 100% of your equity interest enabling you to extract a portion of the  value of your company while maintaining full operating control.

An ESOP is also an effective tool for employee recruitment, succession planning, management buyouts and acquisitions. CB&T, in conjunction with your CPA or financial advisor, can help evaluate current tax changes and modifications pertaining to ESOPs and structure your ESOP to maximize the advantages to your company.

CB&T follows the industry's best practices and can optimize all aspects of a transaction for your company's benefit. Our financial management skills ensure that these complex transactions are executed in an efficient and cost-effective manner.