Getting from A to ESOP

Unlike 401(k)s or other common retirement plans, implementing an employee stock ownership plan generally requires a formal purchase and sale of shares, with preparation, negotiation and diligence - much like a traditional M&A transaction. But in several ways, the ESOP implementation process can be faster, less intrusive and more cost-effective than a third-party sale. Tune in to our latest episode to learn more about how we help business owners sell stock to their employees.