Ideas & Insights

This article explores the parties involved and decision-making processes that occur when an ESOP owns a portion, or all, of a corporation.

Employee stock ownership plans can be attractive to business owners, employees and companies overall. Learn how each stakeholder benefits.

Selling shareholders should review requirements and considerations to determine if they can benefit from tax deferral on a sale to an ESOP.

RSM provides answers to some of the commonly asked questions regarding employee stock ownership plans (ESOPs).

Learn how sell-side due diligence can help maximize value and minimize negotiations.

Family attribution rules can cause complete corporate redemptions to be characterized as dividend distributions rather than exchanges.

Article on ESOP distributions, focusing on the detailed mechanics of the how, when and what value is used at the time of the sale.

When selling your company, your employees may be the ideal buyer. Learn how ESOPs work within the frame of business succession strategies.