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The Mechanics of an ESOP


The Who & How of Employee Stock Ownership Plans

Business owners who are in the midst of succession planning or considering selling their businesses have many options, some of which can be confusing! If you want to maintain an active role in your business during retirement, while empowering your employees to work hard to achieve the greatest results, an Employee Stock Ownership Plan (ESOP) may be the best way to go.

An ESOP can provide the greatest overall benefits to you as the seller and to your valued employees. This type of sale can also provide long-term sustainability for the business you worked so hard to build, all while still maintaining control.

We break it down for you in our easy-to-understand infographic, The Mechanics of an ESOP Transaction: Who & How. You’ll learn about:

  • the three most common types of ESOP,
  • different parties involved within each,
  • next steps for setting up an ESOP,
  • and more!

To download your free copy of this infographic, simply complete the form!

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Is an ESOP right for you?

It’s free and easy to find out. Contact us to schedule your confidential, no-fee ESOP consultation today.