Employee Stock Ownership Plans

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 successful strategy for extracting value from your business to gain significant personal liquidity.

With an ESOP, you have an excellent tool to:

• More effectively recruit employees
• Better manage succession planning
• Take advantage of management buyouts and acquisitions
• And more

Working with your CPA or financial advisor, our team of experts will help evaluate current tax changes so you can structure your ESOP to maximize benefits to both you and your company.

Thanks to our decades of expertise and significant knowledge of industry best practices, we can help you create an optimal solution to take advantage of the ESOP structure and assure these complex transactions are executed in the most efficient and cost-effective way.