Maximizing EOSP Benefits: Exploring Advanced Strategies and Opportunities Oct 2023

 KELLY O. FINNELL, J.D., CLU, AIF

ANDREW T. HOLMES, J.D., LL.M., QKA

You understand the basics of an ESOP but now you want to take a deeper dive into the details, in order to maximize the available benefits. Topics include:

Warrants

Stock Appreciation Rights

Selling a minority percentage of stock

Consider joining us to hear more about maximizing the ESOP benefits.

An Employee Stock Ownership Plan (ESOP) is a popular strategy for ownership succession planning that takes advantage of the features listed above. This webinar addresses how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes.

EFS ESOP Consultants, LLC, is a national ESOP consulting firm established in 1981 and based in Memphis, Tennessee.

ESOPS are all we do.