Briefings
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Plain-English briefings for business owners about ESOPs, employee ownership, and related planning issues.
Featured Briefing
ESOP Basics: The Structure Changes the Outcome
A brief introduction to ESOPs , from transaction mechanics to tax benefits to governance structures.
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Tax Strategy
Tax-Deferred Wealth: S-Corp ESOPs Can Eliminate Federal Income Tax
Discover how 100% ESOP-owned S-corporations can operate free of federal income tax and what that means for growth and employee wealth.
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Improving Succession Planning Alternatives
For many private business owners, succession planning is one of the most important , and most stressful , decisions they will ever make. An ESOP offers a powerful alternative.
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Valuation Basics
Understanding the annual valuation process is critical for ESOP companies. Here's what drives share price and how to prepare.
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The Repurchase Obligation: Planning for Sustainability
The repurchase obligation is the most overlooked risk in ESOP planning. Learn how to forecast and fund it properly.
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Understanding Warrants
Warrants are sometimes included in financed ESOP transactions to give the seller some participation in the company's future growth after the stock has been sold.
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