ESOPs - Your Questions Answered

Q2 2019

Employee Stock Option Plans (ESOPs) provide an opportunity for business owners or shareholders to successfully plan an immediate or gradual tax-advantaged exit strategy, while also engineering the continued success of the business.  In our latest report, ESOPs - Your Questions Answered, we provide you with detailed information on situations to consider an ESOP, as well as answers to common questions including:

  • How complicated are ESOPs?
  • Are ESOPs expensive?
  • Will an ESOP change the way we do business?
  • Will my employees have access to corporate financial information?
  • How does an ESOP effect company cash flow

Key Contacts

Rick Jaye

Senior Vice President

Daniel Zugell

Senior Vice President

Steven Deis

Senior Vice President

Roy A. Farmer, II

Managing Director

Frederick Thomas

Managing Director