Back to All Events

ESOPs - What you need to know

Embed Block
Add an embed URL or code. Learn more

Date: Tuesday, December 6th

Time: Noon - 1PM

Details/Description: ESOPs - What you need to know

An employee stock ownership plan (ESOP) can be a great alternative for business owners looking to transition ownership of their business.

What is an ESOP? An ESOP is a type of qualified retirement plan invested primarily in employer stock.

Beyond the owner benefits, an ESOP can help a business:

  • Create a more tax-efficient business

  • Provide employees a retirement benefit

  • Raise capital or build debt capacity

  • Encourage employee ownership and engagement

Previous
Previous
July 15

Mid-Year Market Outlook

Next
Next
January 18

Current Market Conditions and Investment Outlook