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Understanding ESOPs: Smooth Transitions with Tax Benefits for Companies and Their Owners

On January 10, 2018, Denny Summers presented on:

Who Should Consider an ESOP? 

Business owners thinking of selling should consider the tax and other advantages of an ESOP. Businesses with at least 20 employees and $1 million of EBITDA will qualify. This program will review the advantages and disadvantages of traditional succession strategies and explain why an ESOP might be a better alternative.

Why an ESOP? 

Owners can monetize the value of their businesses while keeping existing management in place and providing a valuable retirement benefit to their employees. Sale to a leveraged ESOP can offer business owners a very attractive and under-utilized alternative to a traditional sale.


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