ESOP Planning

An Employee Stock Ownership Plan (ESOP) is a qualified defined-contribution employee benefit designed to help employers share their financial successes with their teams through stock ownership in the company. These plans have been known to create loyalty and motivate employees to focus on overall productivity.

We can help you understand:

  • The Tax Efficiency of an ESOP
  • Why It Makes Sense to Create and Sell to an ESOP
  • The Different Types of ESOP Plans and Their Benefits
  • The Synthetic Equity in an ESOP

We also stand ready to help you establish the ESOP that fits your company and your goals.