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Posts tagged ‘Employee Stock Ownership Plans’

ESOPs: Invest in Good Governance



DOL settlements. Supreme Court decisions. Proposed fiduciary rules. Stock-drop lawsuits. Should business owners pause before considering implementing an Employee Stock Ownership Plan (ESOP)? If not, what should the company and selling owner do to protect themselves? Thoughtful planning and…

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Ol’ Blue Eyes and ESOPs



As Frank Sinatra famously sang “Start spreading the news…” There are tens of thousands of companies that could benefit from an Employee Stock Ownership Plan (ESOP). Yet most of them will not consider the plans as an alternative as they look to transition ownership of their company. There are…

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