ESOP Blog

Whether an ESOP can or should participate in earn outs or escrows from transactions depends upon the structure of the transaction and what's prudent. Watch our video to learn more.   Earn Outs & Escrows Many transactions include ...
[Read more] about When an ESOP Company Is Sold, Can the ESOP Participate in Earn Outs or Escrows?

There are a number of reasons why an ESOP may be frozen or terminated. In our video, learn about freezing or terminating an ESOP.   Ending an ESOP Since terminating an ESOP and completely winding up an ESOP trust necessitates buying ...
[Read more] about What Is the Difference Between Freezing an ESOP And Terminating It?

An issuance ESOP uses financing to acquire newly issued shares from the employer sponsor. The shares are allocated to the participants’ accounts as the loan is repaid. Learn more in our video.   Issuance ESOP An issuance ESOP is ...
[Read more] about What Is an Issuance ESOP?

Historically, ESOPs were custom written documents produced by lawyers, which had to be submitted to the Internal Revenue Service for approval. These documents could be costly to amend and maintain. With the arrival this summer of IRS pre-approved ...
[Read more] about Finally! Pre-approved ESOP Plan Documents to Make Your Life Easier

An ESOP may provide a more flexible solution for company owners compared to a traditional company sale. Watch the video to learn more about a leveraged buyout ESOP.   Leveraged Buyout ESOP A leveraged buyout ESOP is a transaction ...
[Read more] about What Is a Leveraged Buyout ESOP?

Once the ESOP owns all of the company stock, it faces the challenge of how to get stock into the hands of new employees. Watch our video to learn more.   Approaches to Free Up Shares The simplest and most straightforward approach is ...
[Read more] about What Can an ESOP Company Do Once the ESOP Owns All the Stock?