In looking at the various ownership transition options available, business owners need to examine each option very carefully since each option has pros and cons. An ESOP (Employee Stock Ownership Plan) is technically an employee benefit retirement plan, but if implemented properly it can also serve as a tax-advantaged management buyout and ownership transition vehicle. ESOPs are highly technical, but when the transactions are structured properly, the ESOP can create tremendous value for the seller, company employees and the management team. This whitepaper presents how to properly structure and maintain an ESOP as well as key considerations to consider when evaluating the feasibility of an ESOP as an ownership transition tool.

Learn more about how to properly structure and maintain an ESOP in this whitepaper.