Whitepaper – Employee Stock Ownership Plan (ESOP) Opportunities

Published: September 14, 2021

Description:

Employee Stock Ownership Plans (ESOPs) can provide substantial economic benefits to the employees, generate a liquidity event for the business-owner and mitigate corporate and/or personal income taxes. In today’s high tax environment, more and more business-owners are looking for strategies to help them maximize value and minimize taxes. ESOPs can provide such benefits, but only in the right set of facts and circumstances. Learn more about ESOP opportunities in this whitepaper.

Topics Covered:

Overview of Employee Stock Ownership Plans (ESOPs): how and why they work
Key characteristics to look for to ensure a successful ESOP
Identify possible disadvantages to an owner when selling to an ESOP

Download PDF

Keep Learning

Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

Whitepaper – ESOP Presentation & Overview

Description: This presentation and case study provides an overview of Employee Stock Ownership Plans (ESOPs),…

Video – ESOP Presentation

Description: In this presentation, Frank Caputo and Michael Kenneth, CPA, from WealthPoint will discuss how…

Selling Your Business on Your Terms ESOP – An Alternative Exit Strategy

ESOP - An Alternative Exit Strategy By Frank Caputo When faced with the decision to…

What Sets Us Apart

Know your story

Still Wisdom

Instinct Verification

The Pulse of Progress

Our Practice

Business Advisory Services

Insurance Advisory Services

M&A Advisory Services

Our Story

Business Advisory Services Team

Insurance Advisory Services Team

Insights

Our Practice
Insurance Advisory Services
Business Advisory Services
M&A Advisory Services

Insights
Insights
Events

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor. WealthPoint, LLC is not affiliated with The Leaders Group, Inc.. The Leaders Group, Inc. is not a Certified Public Accounting firm. WealthPoint is a member firm of PartnersFinancial. Not all products and services referenced on this site are available in every state or through every representative listed. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Social Media Disclosure link here. Privacy Policy link here. WealthPoint, LLC is independently owned and operated. WealthPoint, LLC and its agents are presently licensed to sell traditional life insurance in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV, WI, and WY. Insurance services are limited to residents of the above listed states. Information relating to securities is intended for use by individuals residing in AL, AK, AZ, AR, CA, CO, DE, DC, FL, GA, ID, IL, IN, KS, ME, MD, MA, MI, MN, MS, MO, NE, NV, NJ, NM, NY, NC, OH, OK, PA, SC, SD, TX, UT, VA, WA, WV, WI, and WY. Life insurance services are provided through WealthPoint, LLC DBA WealthPoint Insurance Solutions, CA Insurance License #0N03255. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. The following trademarks are owned by WealthPoint, LLC; WealthPoint®, Know your story.®, Still Wisdom™, Instinct Verification™, The Pulse of Progress™, IV™, Singular Story™.