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Exit Strategies Employee Stock Ownership Plans Employee Benefits

Bricker Graydon LLP

Best Practices for ESOP Formation

Bricker Graydon LLP on

An Employee Stock Ownership Plan (“ESOP”) has become a popular tool for succession planning and tax structuring, especially for S corporations. As more business owners look to retire and wish to avoid selling their life’s...more

Schwabe, Williamson & Wyatt PC

Future-Proofing A Business Owner’s Exit Through Key Employee Ownership

Business succession planning for founders of privately held business enterprises can take many paths. One of the most common exit plans is ownership transfers to management or key employees and it is easy to see why:...more

Ward and Smith, P.A.

So You've Been Watching (and Cringing at) HBO's "Succession"?

Ward and Smith, P.A. on

Let's discuss some less-dramatic exit options for business owners (when they want to step away). You may not run a global media conglomerate, but even closely held business owners (and perhaps especially closely held...more

Bradley Arant Boult Cummings LLP

ESOPs: An Alternative Exit Strategy for Family-Owned Businesses

One of the most difficult challenges for owners of family-owned businesses is finding a way to turn their equity in the business into cash. Also, after putting years of hard work into a business, owners often have a desire...more

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