ESOP Blog

An ESOP can be a vehicle for acquiring another company. Watch our video to learn more. Transcript A lot has been written about using an ESOP as an acquisition vehicle to buy other companies. How that's done depends upon a number of ...
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Under Internal Revenue Code Section 1042, eligible shareholders can defer capital gains tax on eligible stock sold to an ESOP if the proceeds of the sale are reinvested in qualified replacement property. Learn more in this video. ...
[Read more] about How Can A Code Section 1042 Portfolio Be Invested?

ESOP distributions are made in the form of cash or stock. Our video provides more information on how ESOP benefits are distributed. Transcript ESOP benefits are distributed either in cash or stock depending upon the design of the plan and ...
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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 ...
[Read more] about ESOPs Create More Valuable Companies

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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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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