ESOP Pros & Cons


Learn the unique advantages and potential downsides of employee stock ownership plans.

Download our easy-to-follow report.

Considering an Employee Stock Ownership Plan?

A leveraged ESOP can be a valuable M&A alternative, but it's worth internalizing the pros and cons of these defined contribution plans before you begin a formal transaction process.

Join ESOP expert Larry Kaplan for a video review of employee stock ownership plans.

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HubSpot Video
HubSpot Video
HubSpot Video

An ESOP Case Study

Understand the process behind analyzing, structuring, and financing a leveraged ESOP in this brief video.

Based on a real client experience, this case study highlights the key considerations and strategies behind a successful employee stock ownership plan transaction.

HubSpot Video

ESOP Questions? Let's Chat.

Whether you're considering an ESOP formation or weighing your liquidity options, we can help.

Talk to our team today.