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Employee Stock Ownership Plans

Employee Stock Ownership Plans (ESOPs) are an often overlooked exit strategy for a business owner. ESOPs come with substantial tax advantages for the Company and for those who sell stock to the ESOP in certain situations. An ESOP can be used for a business owner to sell 100% of his business or sell part and continue to be involved as management or even continue to stay in control.

We’re Seasoned in Employee Stock Ownership Planning

There are approximately 10,000 ESOPs in place in the U.S., covering 10.3 million employees (10% of the private sector workforce) with assets owned by U.S. ESOPs estimated to be over $1.0 trillion as of the end of 2013.

Our team has been involved with ESOPs since 1984 in many roles including:

  • Consulting regarding creating an ESOP
  • Valuation for ESOP transactions and annual updates of value
  • Auditing of ESOP Companies and ESOP Plans
  • Consulting regarding repurchase obligations