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Employee Stock Ownership Plans

Organizations with employee ownership have been routinely shown in studies to outperform their peers. ESOPs are qualified retirement plans where owners share the company with employees. ESOPs can strengthen a company, raise working capital, and help carry out a succession plan. Additional benefits include increased cash flow, tax savings, and incentivized staff. The main benefit for the employees is the ability to share in the organization's success. We know ESOPs and can help you look at their feasibility for your organization.

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Our Team

We've helped organizations of all sizes and in many different industries design, create, and administer their ESOPs. We can look at your unique situation, quantify the magnitude of the repurchase liability, and draw on our experience to help you determine if employee stock ownership would fit well with your business strategy. If you decide to move forward with an ESOP, we can help you with the plan design, implementation, and administration.

Contact

Joseph Rankin Partner, Employee Benefits Consulting Practice Leader