June 22, 2017

Benefits & Breakfast: Is an ESOP Right for Your Company?

Benefits & Breakfast Roundtable Series


This briefing provided an overview of employee stock ownership plans (ESOPs) and focused on the issues that need to be considered in determining whether an ESOP is right for your company.

The presentation addressed:

  • The essential features of how ESOPs work, including a discussion of the tax benefits of adopting an ESOP, the parties to an ESOP transaction and common ESOP transaction structures;
  • How to determine if your company is a good candidate for an ESOP; and
  • How to start the process of implementing an ESOP.

Services and Industries

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