Protect your life’s work with a different type of succession plan.

Although the ESOP (Employee Stock Ownership Plan) has been available as an ownership succession strategy since 1974, few business owners know about the ESOP and its many benefits.

Consider an ESOP for these key benefits:

Safeguard your legacy

It protects your legacy by benefiting your employees, safeguarding your company culture and eliminating the need to sell to an outsider or a limited number of insiders.
Owner tax advantages

This succession plan allows business owners to transition company value to their employees on a highly tax-advantaged basis.
Employee security

It’s a retirement plan that benefits eligible employees with the value of company stock.

Download our Succession Planning Strategy Guide for a deeper dive into how an ESOP can work for your company.

EFS’s Succession Planning Strategy Guide

Succession Planning Strategy Request

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Protect your life’s work with a different type of succession plan.

Consider an ESOP for these key benefits:

Safeguard your legacy

Owner tax advantages

Employee security

Download our Succession Planning Strategy Guide for a deeper dive into how an ESOP can work for your company.

Succession Planning Strategy Request