Complimentary Guide

Learn the Basics of ESOPs
A tax-advantaged M&A alternative for closely-held companies.
Many advisors have clients who would benefit from a liquidity event, but wouldn’t dream of selling their closely-held companies.

Understand the unique advantages of employee stock ownership plans with this quick reference guide.

In just a few minutes, you'll learn...

  • Basic plan mechanics
  • Key benefits
  • Why companies and shareholders consider ESOPs
  • How ESOPs are formed and financed

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