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& Why Not


Individually Structured, a Superior Strategy

The ESOP advantage Puts You in Charge.
  • Set the selling price and terms.
  • Receive top dollar for your equity.
  • Control the percent sold to ESOP.
  • Sell what you wish and still have control.
  • Receive annual income by re-investing pre-tax dollars.
  • Diversify your investments.
  • Accomplish liquidity for estate planning.
  • Control the sale for orderly transition.
The ESOP advantage Gives Your Company a Financial Edge.
  • The loan (P&I) 100% tax deductible.
  • Dividends paid to reduce debt 100% deductible.
  • Refinance existing debt at lower rate — 100% deductible.
  • Company attracts, retains the best employees.
  • Make capital expenditures with pre-tax dollars.
  • Complete future mergers/acquisitions with pre-tax dollars.
  • Roll over existing qualified plans into ESOP.
  • Defend against a hostile takeover.

The ESOP. Why Not?

Not a Proper Candidate? A Monumental Blunder.

A poorly designed, poorly implemented plan can literally kill succession and leave your company on life support. For many reasons, some companies simply are not candidates for an ESOP strategy. Therefore, choose wisely — choose an expert who has impeccable ethics and a sterling track record — one who will not allow you to step off the cliff.

Bad Timing Is a Bad Idea.

The best laid succession plan implemented at the wrong time could end up in bankruptcy. As owner(s), your primary responsibility is to provide full disclosure of your aims, ways and means — leading to your expertly designed, custom plan at the right time.