By Prairie Capital Advisors, Inc. For the owners of closely held businesses considering ownership transition, the number of ownership transition options available may not be known. Options can include a sale to a third party, a management buyout (MBO), transition to family, or an Employee Stock Ownership Plan (ESOP). For many business owners, an ESOP [...]
Archive | Exit Planning (Other)
The Pros and Cons of ESOPs: Weighing Your Options
Posted on 14 March 2011.
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Questions and Answers on Employee Stock Ownership Plans
Posted on 13 March 2011.
By Robert W. Edwards 1. What is an ESOP? ESOPs are unlike other employee benefit plans, which typically diversify their holdings by investing in a variety of assets. An ESOP is a retirement plan that is designed to provide employees with an ownership interest in the company for which they work by investing primarily in [...]
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Technical Outline–Employee Stock Ownership Plans and Ownership Transition
Posted on 10 March 2011.
By Rob Edwards I. OVERVIEW OF LEGAL REQUIREMENTS A. An Employee Stock Ownership Plan (“ESOP”) is usually structured as a tax-qualified “stock bonus” plan. Properly designed, an ESOP can offer significant financial benefits to the sponsoring corporation while also providing employees with a valuable stock ownership benefit at no cost to them. 1. An ESOP [...]
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Preparing for an Exit
Posted on 10 March 2011.
By William S. Andronico and Craig Eaton As the U.S. emerges from the recession that has plagued the economy during the past 18 months, private equity firms that have been entrenched in their investments are beginning to evaluate exit options in the hopes of earning what is now a long overdue return on their investments. [...]
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M&A Casualties Can Be Avoided with Proper Planning
Posted on 09 March 2011.
by Sarah Richmond The media is filled with reports of the red hot merger-and-acquisition market. In the technology sector in particular, the volume and transaction value of 2007 M&A deals are both forecast to approach levels not seen since 2000. And despite improvements in the IPO market in recent years, M&A remains the liquidity event [...]
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