Resources

In this episode of The Ripcord Moment with Joe Seetoo, Sheryl Bayani-Alzona is interviewed to offer her expertise on ESOPs. She navigates the nuances and complexities of ESOPs and discusses how business owners can evaluate an ESOP as an exit strategy ...
[Read more] about ESOPs as an Exit Strategy

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?

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