Succession Planning Process with an Employee Stock Ownership Plan (ESOP)

If you’re a business owner of a closely held company investigating exit strategies and preparing your succession plan, your research is incomplete — until you learn about the Employee Stock Ownership Plan option.

When you establish an ESOP, you create your own buyer that pays full fair market value for your business… but that’s not all:

• Access liquidity to diversify your wealth and reap the rewards of your life’s work, without sacrificing company control
• Add a valuable retirement benefit to your compensation offering, recruit and retain your best talent.
• Put an ESOP’s tax benefits to work supporting stronger free cash flow