ESOP services

  • Cash flow and tax modeling comparing taxable installment sale vs. tax-deferred sale to an ESOP
  • Introductions to transaction advisors to provide advisory services to companies considering an ESOP
  • IRC Section 1042 rollovers to help owners manage capital gains tax – including:
    • Implementing Qualified Replacement Property reinvestment portfolios
    • Providing lending solutions that may be required to accomplish you IRC Section 1042 rollover

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