ESOP Center

What is an ESOP and Why Consider One?

An ESOP (Employee Stock Ownership Plan) is a qualified retirement plan that can provide significant tax benefits for a company, the selling shareholder and substantial retirement accounts for its employees. It delivers an excellent business succession alternative to selling a company that can benefit all parties.

Video - What is an ESOP

Video - ESOP Tax Benefits

Video - ESOP S Corps

Video - ESOP Transaction ABCs

Video - ESOP Benefits

Video - ESOP Drawbacks

Video - ESOP Performance Studies

Video - ESOP FAQs


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The AmbroseAdvisors team services over 100 ESOP plans. This dedicated group can help evaluate if this is a viable business succession alternative based on your needs. AmbroseAdvisors is a full-service consulting and third-party recordkeeping firm; specializing in qualified and non-qualified plan recordkeeping and consulting, with a special emphasis in Employee Stock Ownership Plan (ESOP) consulting and recordkeeping. These professionals are well-versed in all regulations and tax incentives, and work in conjunction with your business needs and goals.

How to Learn More

ESOPs have been in existence since the early 1970s. They are not for every business, but should be a consideration for every owner contemplating an exit strategy. An ESOP can create a legacy to keep your business running, while still providing the financial rewards and specific tax benefits that other alternatives do not. If you are an owner, ESOP attorney, valuation expert or another CPA firm that wants to look at all potential succession or exit options for your business or your client, call us for an assessment.

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