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The Basics of ESOP Transactions

Employee Stock Ownership Plans (ESOPs) are gaining increasing coverage in the media. There's no question that ESOPs can be incredibly complicated with a variety of advantages and disadvantages.

This white paper explores the key aspects of ESOPs and will help determine if it's the right strategy for your business.

Highlights include:

  • An Employee Stock Ownership Plan defined
  • The advantages and disadvantages of an ESOP strategy
  • Differences between leveraged and unleveraged ESOPs
  • Tax advantages and laws that may affect an ESOP
  • Valuation, distribution and repurchased obligations