How an ESOP Works

From share acquisition to allocation to repurchase, learn the mechanics behind employee stock ownership plans.

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ESOPs are Defined Contribution Plans

The modern employee stock ownership plan was formalized by Congress in 1974. As a result, there are concrete rules that govern plan development, share allocation and ongoing management.

Join employee ownership expert Larry Kaplan for a video walk-through of the basic mechanics these unique business transition strategies. Read ahead to learn more about how leveraged ESOPs function and create meaningful benefits for all stakeholders.


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Schedule a free consult to learn more about leveraged ESOPs. See if your goals, and the benefits of employee ownership, are a good match.