top of page
Business People Applauding

Employee Stock Ownership Plan


What is an ESOP?

ESOP's are a tax qualified retirement plan governed by ERISA that allows a business owners to sell their stock to the ESOP of which every employee becomes a shareholder. This creates a liquidity event for the business owner to exit the business. Due to many tax incentives created by congress over the years, ESOP's have grown in popularity. 

Employee Stock Ownership Plan (ESOP): Services
bottom of page