Liquidity and Exit Planning for Business Owners

For decades, owners of privately held companies have used Employee Stock Ownership Plans (ESOPs) to sell their business and unlock meaningful liquidity while preserving their legacy. Current federal and state tax laws create an environment where an ESOP might be an attractive path to align the objectives of selling shareholders, the management team, the employees and the company.

Among other benefits of employee ownership, the seller receives fair market value and favorable tax treatment on sale, the company receives tax-advantaged financing and enhanced cash flow, and the employees receive valuable retirement benefits and continued employment in a rewarding and motivational arrangement.

BDO’s ESOP Advisory Services team can help you determine how an ESOP may suit your exit and liquidity objectives.

Request Complimentary ESOP Consultation

Common Characteristics for
Structuring a Successful ESOP Company

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Learn More About ESOPs and Succession Planning

Card image cap
Special title treatment

With supporting text below as a natural lead-in to additional content.

Card image cap
Special title treatment

With supporting text below as a natural lead-in to additional content.

Card image cap
Special title treatment

With supporting text below as a natural lead-in to additional content.