ESOP Advantages to a Third Party Sale

Actively considering ownership transition?

For over 40 years, Employee Stock Ownership Plans (ESOPs) have been used by A/E firms as a key tool for ownership transition. The M&A market is active today and multiples are higher than in years past.

But what factors should you be looking at beyond price?

Get savvy about financial and non-financial differences between an ESOP vs. third-party sale now, including taxation, valuation, terms, control, and confidentiality to determine how ESOPs may well represent your smartest buy-out strategy.

Join us to learn more about:

• Understand the different liability and tax implications of how to sell your company
• Identify tax advantages in different sale scenarios to maximize your after-tax sale proceeds and minimize your tax bill
• Prioritize your financial and personal goals so you use the right sale method that best fits all of your objectives
• Learn a tax efficient way to sell a portion of your company if you if you are not ready to sell it all