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Taking Stock of the ESOP Option

9 Ways to Assess if an ESOP Is Right for Your Company 

You have built a company to be proud of, but now you are ready to start planning for new adventures in retirement. The ESOP option looks appealing, but you still have many questions. Where do you go from here?


Created by the professionals in Katz, Sapper & Miller's ESOP Services Group, Taking Stock of the ESOP Option presents nine factors to consider when determining if an ESOP is the right choice, including:

  • Determining your company’s financial value
  • Assessing the strength of your management team and company culture
  • Understanding how the size of your company is relevant
  • Exploring the financial dynamics and tax implications

About the Authors

Mark Flinchum, CPA

Mark Flinchum is partner-in-charge of Katz, Sapper & Miller’s ESOP Services Group. Mark represents several ESOP-owned businesses and has structured a number of business sales to existing and newly formed ESOPs.

Andy Manchir, ASA, CEPA

Andy Manchir is a director in Katz, Sapper & Miller’s Valuation and ESOP Services Groups. Andy provides valuation and business advisory services for various purposes, with a particular emphasis on ESOP services.

 

Rob Hilton, ASA

Rob Hilton is a director in Katz, Sapper & Miller’s Valuation and ESOP Services Groups. Rob has extensive experience with the implementation and administration of employee stock ownership plans and has provided hundreds of valuations in a wide variety of equity classes.

 


About Katz, Sapper & Miller

Routinely named one of the Best of the Best accounting firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Our 300-plus professionals serve a wide range of sophisticated clients in a variety of specialized industries.

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