top of page

ESOP BENEFITS

Why consider an Employee Stock Ownership Plan?

ESOP Benefits: Services

TAX-FAVORED LIQUIDITY

ESOPs provide unparalleled tax benefits to business owners seeking liquidity for all, or part, of their privately-owned business. As a "financial" buyer, the ESOP seeks to pay fair-market value for its stock ownership, and tends to be highly competitive among the marketplace of potential buyers.

CORPORATE EMPOWERMENT

Establishing an ESOP can give your company a significant competitive edge within your industry. Not only does an ESOP create a powerful employee-ownership culture in your company, but your business has the potential to benefit from tax-exempt revenue to the degree that it's "employee owned".

BENEFIT YOUR PEOPLE

If you're looking for a way to differentiate yourself as an employer, an ESOP deserves your attention.  Employee ownership is a powerful tool for attracting and retaining top talent in your industry, and offers a benefit plan that has historically outperformed 401(k)s and other comparative retirement vehicles.

bottom of page