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Do you know the 5 steps to creating an ESOP?

When it comes to planning an exit strategy, business owners need to weigh all of the options available, including Employee Stock Ownership Plans (ESOPs).

This white paper discusses five steps to create an ESOP, as well as key considerations concerning the feasibility of an ESOP for your business.

Highlights include:

  • Five steps to properly structuring an ESOP
  • Differences between creating a leveraged or non-leveraged ESOP
  • Initial and ongoing compliance
  • The importance of communication with employees
  • Repurchase liability and the company's obligation