Skip to main content
employees staring at their desks in the office

White Paper – ESOP Presentation & Overview


This presentation and case study provides an overview of Employee Stock Ownership Plans (ESOPs), how they work and illustrates the advantages of selling a business to the employees. ESOPs, a topic most business-owners want to talk about, can be an attractive strategy to monetize an entrepreneur’s business and provide substantial economic benefits to key employees. However, ESOPs are also often misunderstood and need to be structured properly to avoid any unintended consequences in the future. This presentation provides a better understanding of an ESOP strategy.

Topics covered:

  • Employee Stock Ownership Plan (ESOP)
  • §1042 Rollover – Qualified Replacement Property
  • Impact of bank debt and leverage
  • ESOP decision-making: Trustee and the Board

Ready to discuss WealthPoint’s services?

Schedule A Call