How ESOPs work and how they can help your business

By Elizabeth Di Cola, Managing Director, ESOP Finance Group

MB’s national ESOP Finance Group examines the benefits of ESOPs, how to transition your company to an ESOP and the circumstances where an ESOP might make the most sense for your business.

As a business owner, you focus on both the daily operations of your business and future challenges. An Employee Stock Ownership Plan (ESOP) may provide a solution to some of those challenges. In a series of articles, MB’s national ESOP Finance Group examines the benefits of ESOPs, how to transition your company to an ESOP and the circumstances where an ESOP might make the most sense for your business.

  • Planning for the future? Here’s how an ESOP could help your company
    This article explores how ESOPs can be effective tools for creating succession plans, generating tax benefits, and providing employees with the incentive to coalesce into a strong management team.
    Read article
  • The nuts and bolts of transitioning to an ESOP
    Outlines the steps involved in creating an ESOP, potential tax advantages, sources of additional financing and the professionals involved in the process. Read article
  • Six reasons an ESOP might be right for your business
    There are a number of circumstances in which transitioning to an ESOP makes more sense than a sale to a financial or strategic buyer. This article examines some of the reasons you might want to transition your business to an ESOP. Read article
  • Transitioning to an ESOP: Six tips to smooth the path
    By addressing these six issues up front, you can avoid some potential pitfalls when transitioning to an ESOP. Read article