Skip to main content

Whitepaper – Employee Stock Ownership Plan (ESOP) Opportunities


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

Ready to discuss WealthPoint’s services?

Schedule A Call