Ins and Outs of ESOP Transactions

Are you curious about what an ESOP is or are you considering an ESOP for your business? An employee stock ownership plan (ESOP) is a unique strategy for business owners seeking liquidity and a transition of their ownership. Using an ESOP strategy allows the business owner to sell a fractional amount or the entire business to the employees – either all at once or over time. This discussion by Michael McGinley and Tim Jamison will review the basics of an ESOP and a high level of what a transaction would entail including:

For a copy of this presentation, please contact us here


The Team

Meet the Presenters

Michael McGinleyASA, CVA

Managing Director

Timothy JamisonCPA


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