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Employee Stock Ownership Plans
Let us help finance your ESOP – a great way to exact value from your business by selling all or a portion of the equity interest while maintaining operating control.
Sell all or a portion of the equity interest in your business while maintaining full operating control through an Employee Stock Ownership Plan (ESOP) – a strategy for extracting value from your business to gain personal liquidity. California Bank & Trust can provide the financing[cite::113::cite] to establish and structure an ESOP.
With an ESOP, you have a strategy to:
Motivate and reward employees and recruit and retain good management
Allow your employees to defer federal and state capital gains taxes.
Better manage succession planning
Take advantage of management buyouts and acquisitions
Repay the principal portion of corporate debt with tax deductible dollars.
Assist a shareholder to diversify his or her personal net worth.
Working with your CPA or financial advisor, our team will help evaluate current tax changes so you can structure your ESOP to benefit both you and your company.
Thanks to our decades of experience and significant knowledge of industry practices, we can help you create a strategy to take advantage of the ESOP structure so that these complex transactions are executed in an efficient and cost-effective way.