EMPLOYEE STOCK OWNERSHIP PLANS

Owners Maximize Value, Get Tax Advantages and still have Control.

Establishing an ESOP and the business owner can receive the maximum value for the stock of a company, on a tax free basis, while reducing transfer tax liability and maintaining control of the company.

Business Owners approaching retirement age are often faced with a complex estate planning dilemma: how to monetize the stock of a closely held company, thereby achieving financial security, while providing tax sheltered monies for heirs of a favorite charity.

An ESOP offers effective solutions to an owner of a closely held business.  You can receive maximum cash value for company stock on a tax free basis.  You can reduce transfer tax liability with estate and gift taxes.  And you can maintain control of the company during this transition period.