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ESOP Blog

Home > Resources > ESOP
ESOP Podcast

November 18, 2019 By Sheryl Bayani-Alzona

ESOP Releveraging – Getting Stock To The “Have Nots”

In this podcast we're going to talk about the advantages and considerations to ESOP releveraging, one solution for getting stock to new employees. TRANSCRIPT Speaking of benefits, this is Sheryl Bayani Alzona. For ESOPs that find themselves in what is known as a "have and have-nots" ...
[Read more] about ESOP Releveraging – Getting Stock To The “Have Nots”

Blog Category: ESOP

ESOP

November 18, 2019 By Employee Benefits Law Group

ESOP Plan Responsibilities

New ESOP companies often struggle to understand the roles and fiduciary responsibilities associated with managing the plan. No wonder. The words "administrative," "administrator," and "committee" are sprinkled through the lists of responsible parties and sometimes seem interchangeable. Our ...
[Read more] about ESOP Plan Responsibilities

Blog Category: ESOP

ESOP

September 9, 2019 By Employee Benefits Law Group

ESOP Reverse Allocations

This article describes the use of reverse allocations in Employee Stock Ownership Plan (ESOP) companies to provide a meaningful number of shares for newer and younger employees and to help ensure the ESOP's sustainability. ESOPs reward longevity and provide a meaningful stake in a company's ...
[Read more] about ESOP Reverse Allocations

Blog Category: ESOP

ESOP

July 11, 2019 By Sheryl Bayani-Alzona

ESOP Planning: How Many Shares Should The Owner Sell

Figuring out how many shares to sell to the ESOP is a fundamental decision part of the planning process. In the final installment of our 4-part series, we look at some of the factors in play when making that calculation. In Part 1 we look at ESOP Basics. Part 2 discusses how to determine if an ESOP ...
[Read more] about ESOP Planning: How Many Shares Should The Owner Sell

Blog Category: ESOP

ESOP

June 29, 2019 By Kevin Long

ESOPs: The Three Types

This article will acquaint you with the utility of the ESOP as both a technique of corporate finance and an employee benefit plan. It is important to note, however, that there are other employee benefit plans that can be used to invest in stock of the employer sponsor. There are profit ...
[Read more] about ESOPs: The Three Types

Blog Category: ESOP

ESOP

June 19, 2019 By Wendy Gilligan

ESOP Succession Planning: A Powerful Tool For Your Business

An ESOP can be a powerful succession planning tool for your business.  But relatively few advisors in the marketplace know enough about ESOPs to give you the information you need.  We'll give you a head start. Here are five ways an ESOP can fit, or even drive, your succession ...
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Blog Category: ESOP

ESOP

May 24, 2019 By Kevin Long

ESOP Distributions: Problems To Avoid

Any ESOP attorney or consultant can tell you that ESOP distributions can be the most complex and challenging area of ESOP design and administration. As discussed in detail in our articles Designing And Drafting ESOPs[1], and Avoiding ERISA Liability Issues In ESOP Repurchase Liability Planning[2], ...
[Read more] about ESOP Distributions: Problems To Avoid

Blog Category: ESOP

ESOP

April 1, 2019 By Wendy Gilligan

No Fooling: New Rules For An SBA-Guaranteed ESOP Loan Took Effect April 1

The changes that the Main Street Employee Ownership Act made to the Small Business Administration's lending rules for ESOP transactions are now in effect.  The revised rule makes an SBA-guaranteed ESOP loan potentially more attractive for sellers who want to sell their companies to an ESOP but do ...
[Read more] about No Fooling: New Rules For An SBA-Guaranteed ESOP Loan Took Effect April 1

Blog Category: ESOP

ESOP Podcast

March 13, 2019 By Kevin Long

ESOP Succession Planning: Aren’t ESOPs Expensive?

For those considering ESOP succession planning, Kevin Long compares the cost of an ESOP with a conventional third-party sale, and  how selling to an ESOP can actually cost much less. Transcript: As ESOP attorneys, we hear this question all the time. Aren't ESOPs expensive? Aren't they ...
[Read more] about ESOP Succession Planning: Aren’t ESOPs Expensive?

Blog Category: ESOP

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