Diversify & Empower Your Portfolio with ESOP Lending

Employee stock ownership plans (ESOPs) represent a smart, sustainable opportunity to enhance your lending portfolio. By working closely with business owners, ESOPs, and the experts at ESOP Partners, lenders can play a key role in supporting ESOPs’ transformational impacts on companies, individuals’ wealth, and the communities they call home.

By adding a specialization in ESOP-related lending, you can secure and grow a profitable, diverse client base for a range of financial services across the entire ESOP lifecycle. Here, we’ve gathered resources you need to:

When you suggest a business client explore an ESOP, it’s more than a strategic move; it’s a path to unlocking sustainable growth potential — for them and for your financial institution.

When a client is considering a business sale or seeking liquidity from their ownership stakes, an ESOP can offer a uniquely flexible, tax-advantaged solution. By ensuring your clients are aware of all their options, you add value to the relationship and build trust. And when they choose to sell to an ESOP, you get an opportunity to cultivate a business relationship with virtually perpetual growth potential.