Filter by:
Why Do Companies and Shareholders Choose ESOPs as a Liquidity and Succession Strategy?
We like to think that shareholder/entrepreneurs are really investors in their companies. While that is true by itself, it isn’t the whole story. …
Five Reasons Why You Should Use an ESOP
Previously, we posted five reasons why you shouldn’t use an ESOP. Now, we visit five sound reasons to consider an Employee Stock Ownership …
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 …