Every privately held company, whether owned by individuals, a family or private equity firm, must go through ownership transition at some point. When the time comes, an owner has several options: ...

Oftentimes, owners of specialty contracting firms wish to access some of the value they have built up in the business, while others may be approaching retirement and looking to move on. Many business ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. For estate planning advisors and their clients, this resurgence raises an ...

Forbes contributors publish independent expert analyses and insights. Mary Josephs is an expert in business ownership transitions. This article is more than 10 years old. The retirement savings crisis ...

ESOP is a form of employee benefit plan that incentivises employees with company stocks. Employee Stock Ownership Plan (ESOP) is a form of employee benefit plan designed to incentivise employees by ...

Steve Mayer, CEO, Burr Pilger Mayer, Inc. When business owners think about succession planning, they often picture selling to a competitor, a private equity firm or their management team. But there’s ...

Turns out ESOPs can make your company less competitive, according to a recent survey published in the spring 2020 NCEO bulletin. Despite the obvious benefits of an ESOP–not the least of which is ...

An Employee Stock Ownership Plan, or ESOP, is a qualified retirement program in which employees receive shares of the business rather than stock. ESOPs are said to be “qualified” because they qualify ...

Employees participating in an ESOP receive shares in the company. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions ...

More than 350 ESOP-owned companies in Stout’s valuation portfolio produced a 17.3% average annual return, surpassing the S&P at 11.9%. Equity returns on employee stock ownership plans have outpaced ...