Benefits of an ESOP to the employees/management

For employees, an ESOP transaction can:

  • Reward employees with tax-deferred retirement benefits
  • Provide employees equity in the company without having to invest any of their own cash

For management, an ESOP transaction can:

  • Provide a gradual transition for new management to run the company
  • Allow participation in the ESOP and possibly an executive non-qualified plan providing meaningful wealth building opportunities

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