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Five Reasons Why You Should Not Do an ESOP
As ESOP advisors, it is easy to pitch the virtues of Employee Stock Ownership Plans for companies considering liquidity and succession alternatives. There …
We are a Delaware Professional Engineering Corporation – Can We Sponsor an ESOP?
Q. Our company is a Delaware professional engineering corporation, and the state has strict rules about who can be an owner in a …
Definition of a Terminated ESOP Participant – Is the Terminated Participant “Disabled?”
It’s that time of year again. Time to put together year-end information for your third-party administrator. We get many questions on how some …
ESOP Advocacy: Protect & Promote Pro-ESOP Laws in the U.S.
When the Employee Retirement Income Security Act (ERISA) was enacted in 1974, the number of businesses taking advantage of new tax incentives for …
Who is a Good ESOP Candidate?
ESOPs operate successfully in a broad range of companies—large and small, public and private. The ideal private company candidate will meet most of …