ESOP Blog

It's employee ownership month. But, most people have never “met” an ESOP company. There is no better way to appreciate the ESOP phenomenon than encountering one firsthand.  Whether you are an advisor, company owner, executive, or employee, you ...
[Read more] about The Epic Tale of the RobbJack Corporation ESOP– An Interview with Their Chairman of the Board, Mr. David Baker

Why do ESOP transactions cost so much? The truth is they don't have to. The timing for the ESOP transaction can be largely managed and expedited by the client. There are several things that the client should and must do to move the transaction and ...
[Read more] about Why Do ESOP Transactions Take So Long to Complete?

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