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Taking Stock of the ESOP Option: 9 Ways to Assess if an ESOP Is Right for Your Company

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
Andy Manchir Partner, Business Valuation & ESOP Services

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