Article from Attorney Charles C. Shulman on the Strategy of ESOP Buyouts for Private Companies

ESOPs can prove an effective strategy for owners of privately held businesses looking for a tax-effective means of selling their business particularly in times of a slow economy.

Document Excerpt


An increasingly popular option for owners of private companies who want to sell all or a portion of their company is to sell the shares of the company to an employee stock ownership plan. An employee stock ownership plan – an ESOP – is a tax qualified retirement plan for employees that is designed to invest primarily in employer securities.


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