An Employee Stock Ownership Plan, or “ESOP”, is a qualified retirement plan, similar to a 401(k), which allows the employees of a company to become owners of the stock of their employer, while at the same time providing an attractive business succession plan for selling shareholders.
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Is an ESOP Right for Your Company? 

An Employee Stock Ownership Plan, or “ESOP”, is a qualified retirement plan, similar to a 401(k), which allows the employees of a company to become owners of the stock of their employer, while at the same time providing an attractive business succession plan for selling shareholders. There are over 6,000 ESOPs in the United States, and the number of participants in ESOPs has grown in recent years (source: National Center for Employee Ownership, “NCEO”). The NCEO’s most current data, coupled with the level of activity we are seeing in the market, confirms that ESOPs have become more popular than ever.

Click here to find out why they are so popular.

CONTACTS:

Joseph Borowski, CFA
Director, Valuation Services
jborowski@gbq.com
614.947.5213

Brian Bornino, CPA/ABV, CFA, CBA
Director of Valuation Services
bbornino@gbq.com
614.947.5212

Wade Kozich, CPA, CMAA, CEPA
Director of Transaction Advisory Services
wkozich@gbq.com
614.947.5255

Kaz Unalan, CPA, CEPA
Director, Tax & Business Advisory Services
kunalan@gbq.com
614.947.5309

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