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Value Creation Blog

Who Should Do An ESOP?

blog_june_10I’m a big fan of ESOP’s – Employee Stock Ownership Plan.  In the right circumstance an ESOP might just be the ticket you’ve wanted to help you leave your business. 

I’ve learned that ESOP’s are complicated beasts.  There’s lots of moving parts and at some point you as a selling owner might ask why bother?  At the same time, if you master the intricacies of doing an ESOP, it just might be the best decision you’ve made for you and your employees.

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Topics: ESOP, financial planning, business value


Is An ESOP Right For You?

ESOP resized 600Every business owner I’ve talked with is interested in ESOP’s.  On the surface an ESOP (Employee Stock Ownership Program) looks like a way to sell your business, pay no taxes, and stay in control of your business until you no longer want to be in control.  Like anything that looks too good to be true often an ESOP sale just doesn’t work out the way they initially look.

There tends to be two reasons people do ESOP transactions.  Owners who sell their companies to an ESOP often can’t find a reasonable buyer or they want to perpetuate a culture they’ve developed.  I find that when both are part of the ESOP transaction owners often enjoy the best of both worlds.

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Topics: ESOP, business exit planning, selling


7 Things You Should Know If You’re Considering An ESOP

pie resized 600Almost every business owner I know has considered or is at least curious about ESOP’s (Employee Stock Ownership Plan).  Most people have heard there are some great advantages to having an ESOP.
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Topics: ESOP, for business owners, stay bonus


4 Things Advisors Should Be Knowledgeable On To Work With Private Business Owners

knowledge resized 600We all have specialties where we make money with our business owner clients.  I find that when one works with private business owners it’s helpful to have a broad knowledge on many subjects.  If this broad knowledge is not your specialty, it’s important to know whom you can call on behalf of your client if they show interest in the subject you’re talking about.

Some of these subjects are crucially important to business owners and others are just things they will be interested in and want to know more about.  I think understanding what is crucial versus just interesting will help you know how much time you should spend becoming knowledgeable in these different areas.

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Topics: 401 (k) plans, ESOP, 831(b) captive insurance company, medical insurance, captive insurance


6 Reasons Business Owners Don’t Do ESOP’s

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Topics: ESOP, business exit planning, succession planning


5 Things To Think About With An ESOP - Exit Planning

ESOPI was reading an article in the New York Times last week about how a company used an ESOP to help the founder exit from their business.  As I was reading the article I thought there were some things that might be useful to review if you’re thinking about an ESOP, (and every business owner I’ve talked to has thought about one).

For those who don’t know, an ESOP stands for Employee Stock Ownership Plan.  An ESOP is a qualified retirement plan and as such has tons of regulations that are governed both by the IRS and the Department of Labor.  I’m not going into the technicalities of an ESOP, just some of the things you would want to think about if you’re contemplating doing one.

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Topics: ESOP, exit planning, business exit planning, succession planning


5 things to think about when considering an ESOP for exit planning

Stage 2I was reading an article in the New York Times last week about how a company used an ESOP to help the founder exit from their business.  As I was reading the article I thought there were some things that might be useful to review if you’re thinking about an ESOP, (and every business owner I’ve talked to has thought about one).

For those who don’t know, an ESOP stands for Employee Stock Ownership Plan.  An ESOP is a qualified retirement plan and as such has tons of regulations that are governed both by the IRS and the Department of Labor.  I’m not going into the technicalities of an ESOP, just some of the things you would want to think about if you’re contemplating doing one.

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Topics: ESOP, exit planning, business exit planning, succession planning


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