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Employee Benefits Law Group

Employee Benefits Law Group

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Employee Benefits Law Group
Home > What We Do > ESOPs > Learn What It Takes to Implement an ESOP

Learn What It Takes to Implement an ESOP

Managing the Process for a Better Outcome

Investigating and implementing an ESOP doesn’t need to be a daunting task. Done well, with the right advisors, and the client guided through the right steps, only incurring the right costs in the right order as the process develops, yields much better ESOP outcomes.

Implementing an ESOP requires hands-on learning by everyone involved, but that work is worthwhile, as Employee Benefits Law Group guides you through the entire ESOP process.

Implementation: Education and Informed Decision Making

To implement an ESOP, the employer sets up a trust to hold stock in the corporation that’s either newly issued or purchased from the owner. If it’s buying from the owner, the trust will hold a cash contribution from the employer or loan proceeds to pay for the stock.

The company’s owner and the ESOP trustee will determine the amounts of stock and terms of the sale, but it must be based on a third-party appraisal of the company’s value. Upon agreement, the ESOP purchases the stock and holds it in the trust as an investment for the benefit of the ESOP participants.

We’ll work with you to craft an ESOP that is suitable, feasible, and compatible with the objectives of your company and its shareholders.

Education, disclosure and objectivity – coupled with informed decision-making – create successful ESOPs. That’s why we’re committed to supporting and involving you and your resources every step of the way.

“The ESOP buyout needs to be designed so that it doesn’t overburden the company. You have to be sure – absolutely certain – that the terms, conditions and covenants, representations and warranties, are all something that everyone can live with for a long time.”

– Kevin Long, Employee Benefits Law Group Shareholder

Exploring ESOPs

  • Understand What An ESOP Is
  • Employee Stock Ownership Plan FAQs
  • ESOP: The Executive Short Course
  • Learn What It Takes to Implement an ESOP
  • See How We Put Clients in Control
  • S and C Corporations
  • C Corporations

Managing Your ESOP

  • Nurturing Your ESOP: The Executive Short Course
  • Employee Stock Ownership Plan FAQs

ESOP Team

  • Kevin Long
  • Sheryl Bayani-Alzona
  • Jim Paul

Let’s Start a Conversation

Have questions about your current benefit plan? Want to know what your benefit plan options are? Whatever your need, we’re here to help. Fill out a hassle-free request form, and one of our team members will follow up to get you on the path to success.

Get In Touch

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Our experienced team guides you in all aspects of ESOPs, M&A due diligence, retirement plans, equity / compensation, and health and welfare benefits.
Sacramento Office
916-357-5660
11231 Gold Express Dr.
Suite 108
Gold River, CA 95670
San Jose Office
408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA 95110
Phoenix Office
2550 W. Union Hills Dr.
Phoenix, AZ 85027
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
San Diego Office
916-357-5660
550 West B Street
San Diego, CA 92101
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