In this podcast, Kevin Long talks about how participatory management in an Employee Stock Ownership Company can strengthen the company for eventual sale to a third party.
Transcript
If you're thinking about an eventual exit or succession ...
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Resources
How Are Control Premiums And Minority Discounts Handled By ESOP Appraisers?
In this video, we discuss how ESOP appraisers handle control premiums and minority discounts.
Transcript
In our experience, ESOP appraisers will not use a controlling interest or control premium or a valuation without a minority interest ...
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Does It Make Sense to Combine Our ESOP and 401(k) Plan to Reduce Administrative Expenses?
If you have both an ESOP and 401(k) plan, you may have questions about the option to combine them to reduce administrative expenses. In our video, we discuss some options.
Transcript
Combining your ESOP and your 401(k) plan may or may not ...
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Do the Code’s Prohibited Transaction Rules Apply to ESOPs?
ESOPs are subject to the prohibited transaction rules under the Code, however, there are important exceptions for ESOPs. Watch the video to learn more.
Transcript
The prohibitive transaction rules that apply to all retirement plans ...
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Are There Tax Advantaged Alternatives to ESOPs, Such as Profit Sharing Plans?
Profit sharing plans are an alternative to ESOPs. In our video, we'll explain some of the differences between ESOPs and profit sharing plans.
Transcript
ESOPs aren't the only form of retirement plan that can buy or sell stock on a pretax ...
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Can We Keep an Existing Benefit Plan if an ESOP is Set Up?
A common question is if a company can keep an existing benefit plan if they have an ESOP? Watch our video for the answer.
Transcript
ESOPs are compatible with the entire range of qualified retirement plans. Typically where a company ...
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Confused by the terminology? Check our Glossary of Terms