Is an Employee Stock Ownership Plan Right for Your Business?

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.

Common Characteristics for Structuring a Successful ESOP Company


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Talk about some of the details of your offer with a focus on the value people get back.

Talk about some of the details of your offer with a focus on the value people get back.

Talk about some of the details of your offer with a focus on the value people get back.

Talk about some of the details of your offer with a focus on the value people get back.

Lorem ipsum dolor sit amet, consectetur adipiscing elit

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.

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Ut enim ad minima veniam, quis nostrum exercitationem ullam!

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.

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Share a real testimonial that hits some of your benefits (but isn't too sales-y).

Client / Company Name

Include someone talking about how they've enjoyed working with BDO or their experience with this service.

Client / Company Name

Share a real testimonial that hits some of your benefits (but isn't too sales-y).

Client / Company Name

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Joanna C.

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Stanley T.

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Danielle W.

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ESOP Consultation

If this sounds like your business, you may be a good candidate for an ESOP. The ESOP Advisory Services team at BDO can help you determine how an ESOP may suit your exit and liquidity objectives.  

Learn more about ESOPs and Succession Planning

Incentivizing the Next Generation of Leadership With an ESOP
ESOP Financing During a Market Downturn
ESOP Valuation Considerations During Times of Uncertainty
Employee Ownership: Employee Stock Ownership Plans and Employee Ownership Trusts
How to Plan for Succession: Preserving, Protecting and Passing on Wealth

Questions? Get in touch.