Steps to an ESOP

Steps to assess, implement and operate an ESOP…

 

 

Preliminary Assessment

The decision to implement an ESOP may be the most important decision ever made by the business owner next to the founding of the business itself…

Negotiating with an ESOP

Shareholders intending to sell stock to an ESOP represented by an independent trustee must decide who represents their interests in the transaction…

The Progressive ESOP

A less-understood, but sometimes more powerful vehicle capable of acquiring stock and providing  tax deductible principal payments is the so-called “trickle-down” or “progressive” ESOP…

Our Services

ESOP Services, Inc.  specializes in all aspects of Employee Stock Ownership Plans for both private and public companies throughout the U.S. and internationally…
.