Anatomy of an ESOP Transaction

ESOP transactions (Employee Stock Ownership Plans) offer compelling benefits to selling owners, companies and employees.

ESOP transactions (Employee Stock Ownership Plans) offer compelling benefits to selling owners, companies and employees. ESOP transactions can create liquidity. ESOP transactions can address business succession. ESOP transactions can stimulate employee productivity and morale. And they can do all of that with significant tax benefits, making an ESOP an appealing choice for many companies. But an ESOP isn’t the best solution for every organization. Once you have determined that an ESOP is a viable option for your business, the next step is an in-depth ESOP transaction analysis and modeling how a ESOP transaction might be structured.

Presented by Steve Greenapple, Principal, and Michael Golden, Vice President – SES ESOP Strategies.