ESOP Blog

You are the CEO of a very successful, tax-free, employee-owned company. The company is profitable and running very well. The employees are happy. Out of the blue, you get a very attractive offer from a private equity group to buy the ...
[Read more] about Selling an ESOP Company

In this podcast episode, Senior Attorney Sheryl Bayani-Alzona discusses ESOP transactions and how they are funded. Transcript Speaking of Benefits, this is Sheryl Bayani-Alzona. In this episode, we are going to talk about three things ...
[Read more] about Two Truths and a Lie

Tax-deductible dividends! The powerful, but forgotten incentive for your employees. What?! What if you could grant or bonus stock to your employees and your company could deduct the price of the shares?  What if you could then declare, ...
[Read more] about Tax-Deductible Dividends: A Win for Employers and Employees

Now that Congress and President Biden have extended the PPP loan application deadline to May 31, 2021, there is still time for ESOP-owned companies to consider using a PPP loan to refinance their ESOP loan. Depending on the size of the ESOP loan, a ...
[Read more] about How to Use a PPP Loan to Refinance ESOP Loans

An ESOP can be a good option for business owners who want to transfer the ownership of their company over time. These are the top four questions we receive from clients who are starting to investigate an ESOP. How do we find out if an ESOP is a ...
[Read more] about Is an ESOP Right for Your Business?

Hello Mr. Long… We're thinking about doing an ESOP and heard that we need a feasibility study. Do you do that? That's the way these conversations usually start. The client is thinking about an ESOP and may have been told that the first thing they ...
[Read more] about ESOP Feasibility vs. Suitability