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Search Results for: "ESOP"

ESOPs: Tax Advantages of an Employee Stock Ownership Plan

ESOP

Employees Have Retirements Staked on Company Success An employee stock ownership plan, commonly referred to as an ESOP, offers a range of benefits for sponsor companies, in addition to its owners and employees. As a qualified employee benefit plan, an ESOP is designed to provide retirement benefits to employees, and is similar to that of […]

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Employee Stock Ownership Plans (ESOPs): Meeting Business Succession Objectives

ESOP is it right for you?

Does Legacy Rate Higher with You, or Pure Profit? Thinking about selling your business? Is maintaining its integrity and mission more important to you than pure profit? Then an Employee Stock Ownership Plan may be something to consider. Some business owners simply want to derive the highest value from the sale of their company, and […]

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Another Look at Tax Advantages of Employee Stock Ownership Plans Following Trump Tax Reform

Employee Stock Ownership Plans, Trump Tax Reform

Editor’s Note: This is an updated version of a previous article. To view the original, click here. Employee Stock Ownership Plans Offer Many Economic Perks Employee stock ownership plans, commonly referred to as an ESOP, offer a range of benefits for sponsor companies in addition to its owners and employees. As a qualified employee benefit […]

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What Is An ESOP and Do You Want One? Pros and Cons of the Employee Stock Option Plan

Handled well, the ESOP functions as a means of financing the ownership transition of a closely-held business in a tax-favored manner. But it’s not right for everyone.

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Assembling the Right Transaction Team

As you consider selling your company, there are many different topics that an owner needs to evaluate to effectively assess whether you are ready to sell your company. In evaluating whether to sell, an owner’s time and energy typically is focused internally towards evaluating whether the appropriate internal management team exists, whether the business is financially ready for a transition, and among other topics, the impact a sale or merger may have on existing employees.

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Business Transition and Exit Planning: Welcome to the Jungle!

BTEP

BTEP: Where Should You Start? You are a business owner. You have worked hard, possibly for decades, building your business. You are smart, and the business has been successful, but it is time to move on.  Perhaps you want to retire; maybe you want to try your hand at something new. Regardless of the reason, […]

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Getting Started with Business Transition and Exit Planning

You are a business owner. You have worked hard, possibly for decades, building your business. You are smart. But you have never sold a business before. You have questions. Lots of questions. Where do you start? To whom do you turn? Your lawyer? Your accountant? A business broker? An investment banker? Who will you sell your business to? What is your business worth?

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Family-Owned Business Transitions: The Good, the Bad, and The Ugly

Family-Owned Business Transition

Like Snowflakes, They Vary Transitions in family-owned businesses can take many forms and be challenging endeavors. From a change of control, as the torch is passed from one generation to the next, to the much more life-changing sale of the entire business, each transition comes with its share of the Good, Bad, and Ugly. Types […]

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Provide for Retirement with Business Income

Many business owners thinking about selling their businesses struggle with whether the proceeds will be “enough” to walk away from the businesses they have invested so much sweat and tears into. Let’s look at this sort of situation through the eyes of George and Gracie, this as they consider whether they can sell their business for enough money to provide for retirement.

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ESOPs-101

Cross-Training for Business Lawyers - ESOPs-101

This webinar discusses the potential strategies involving, and benefits and consequences to, the sponsoring corporation and employees in implementation and use of an ESOP, and highlight these aspects of tax-qualified ESOPs used in the United States by comparisons to other form of employee ownership in the U.S. and abroad.

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