◀ The Principal Blog

Posts tagged ‘exit planning vehicle’

What Would Aesop Say About ESOPs?

Aesop (pronounced ee-sop), the famous Greek story teller, had no knowledge of Employee Stock Ownership Plans (ESOPs).  In all fairness, it would be surprising if he did as they were not recognized until the Employee Retirement Income Security Act of 1974 was passed – almost 2,500 years after…

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Timing is Everything

Our annual ESOP client meeting was held last Wednesday, November 7th  prior to the start of The ESOP Association Conference and Trade Show.  More importantly, it was held a mere 16 hours after the election polls closed on the west coast.  As you might expect, the election, and its aftermaths,…

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