Before You Sell Your Agency or Service Company, Read These 37 ESOP Facts

If you own a marketing agency or similar service company, you know you need an exit strategy and a roadmap for a smooth ownership transition. Maybe you’ve even asked trusted advisors about selling and you still wonder whether there are more sale options you don’t know about yet — like an ESOP.

Unlike a sale to a third-party buyer, selling your agency to an employee stock ownership plan, enables you to:

• Access and enjoy liquidity without surrendering your leadership role
• Empower employees to earn ownership stakes over time
• Provide a retirement benefit that attracts and retains employees
• Put an ESOP’s tax advantages to work growing your business

Download our free visual guide and you’ll see how an ESOP may offer just the combination of liquidity, flexibility, and control you need to move forward with confidence.