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, including a case study, highlighting the key considerations and strategies behind a successful transaction.

COMPARE M&A OPTIONS

Understand the key differences between strategic sales, private equity deals, and leveraged ESOP transactions.

LEARN MORE

For additional articles, webinars, and podcasts from our advisors visit our ESOP resources library.

MEET AN ESOP ADVISOR

Schedule a complimentary call with one of our employee stock ownership plan experts.