An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations. ESOPs can be used to generate shareholder liquidity, create a market for the shares of a closely help company, increase employees’ productivity by making them beneficial owners, and support a tax-advantageous exit strategy for departing shareholder(s). In his upcoming presentation, “ESOPs as an Exit Planning Strategy,” SES ESOP Strategies’ Mark Russell will offer attendees a more thorough understanding of ESOPs as a business exit planning strategy, including the options, mechanics, benefits, risks, and ideal candidates.
- Some of the myths associated with ESOPs
- The benefits and pitfalls of utilizing an ESOP
- Some business succession planning considerations
- What type of situations are best suited for an ESOP
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