If you have spent time around the ESOP world, you know that, in addition to all of the wonderful benefits an ESOP brings to a sponsor company, there are complexities and various pitfalls to be aware of as well. In this blog, I thought I would discuss some of the...
When is it wise to have an independent review of a business valuation report? This blog will consider one common reason for requesting an independent review of a business valuation report. Under the Employee Retirement Income Security Act (ERISA), an ESOP’s named...
In another blog post by Acclaro, we looked at why ESOPs (employee stock ownership plans) make very good business sense. Today’s post provides an addendum and explores why ESOPs provide a higher rate of return to employees than do other retirement plans. There has...
It has been common knowledge for quite some time that ESOPs (Employee Stock Ownership Plans) make very good business sense. This statement is backed up by research. Study after study has shown that businesses which are employee owned usually have a definite advantage...
Introduction In today’s corporate and tax environment, successful ownership transition can sometimes be perplexing. While many alternatives are available to accomplish this ownership transition objective, only a few alternatives are appropriate for any given set of...