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Time to Sell Your Business? An ESOP May Be the Answer

Strategy Driven

Selling one’s company to an ESOP, an employee stock ownership plan, does just that. Selling to an ESOP preserves company culture and increases productivity, which generally ensures strong future performance. How does an ESOP work? In an ESOP transaction, owners essentially sell stock, whether some or all, to employees.

ESOP 51
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2020 Exit Planning Checklist

Strategy Driven

Sale to Third-Party | Sale to Insiders | Transfer to Family Members | Sale to ESOP | Absentee Owner. Who will Manage the Exit Planning Project? Build Transferable Value and Enjoy a Future Exit On Your Own Terms and Conditions. Which Exit Route will best accomplish your goals? Focus on growth and profitability today.

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Why the U.S. Needs More Worker-Owned Companies

Harvard Business Review

nonprofit organizations like the Heartland Capital Strategy Institute are bringing together institutional investors, private asset managers, and worker representatives to harness some of the $13 trillion of assets in workers’ pension funds to invest in worker-friendly businesses that offer good investment returns. Already, U.S.

ESOP 12