ESOP Center
We can offer guidance to help you determine whether selling to an ESOP is the right choice for you and your business. Most importantly, we can help you design and implement your ESOP strategy with an experienced ESOP team, maximizing value to the selling shareholders, the businesses, and their employees.
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.
Our ESOP specialists understand that the being an ESOP impacts both the company’s financials and the company’s tax position. We will work with you to make sure that the proper processes are in place to manage and report your ESOP accurately.
