In this podcast episode, Kevin Long interviews Sheryl Bayani-Alzona and Nataki Gregory about their experience working with CT3, a new ESOP company. They discuss the challenges and successes of the ESOP transaction and how they were able to build a ...
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ESOP Blog
What Is a Non-leveraged ESOP?
A non-leveraged ESOP does not involve borrowed funds to acquire the sponsoring employer’s stock. It is funded by contributions of cash or stock directly from the employer sponsor. Learn more in the video.
Non-leveraged ...
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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 ...
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Demystifying the ESOP Feasibility Study
What constitutes a “feasibility study” varies significantly between advisors who recommend them and clients who believe they need one or ask if they need one. For advisors, the differences stem from what their professional skills are, what they ...
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A New Golden Age for ESOPs?
It's October and that means it's Employee Ownership Month. Our guest today on the podcast is Dr. Corey Rosen, the founder of the National Center for Employee Ownership. NCEO is the foremost resource and catalyst for employee ownership and ESOPs. We ...
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Introducing The ESOP Tax Advantage Calculator™
Are you curious about all the tax advantages of Employee Stock Ownership Plans (ESOPs), but unsure how they apply to your unique situation? That’s exactly why we developed the ESOP Tax Advantage Calculator™—a powerful tool that demystifies ESOP tax ...
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