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

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