At the Alliance Partners Group, our team is made up of a wealth of experience in finance, sales, marketing, operations, and planning. Our goal is to expose businesses to the best options for succession planning, taxation structure, and capital generation. We provide opportunities for business owners to secure the legacy of their company and maintain meaningful equity control of the legacy assets for as long as they would like, while creating liquidity in the form of cash and notes for the owner at the time of the sale to the S-ESOP Trust as an example.
Transitioning companies to Subchapter S-Employee Stock Ownership Plans allows us to help companies ensure their future, increase their valuation, generate higher employee morale and pride, and assure the financial future for the owner and their business. By using the numerous Federal Tax and Congressionally mandated incentives through this unique tool of corporate finance we effectively create a tax qualified retirement plan for owners while giving the employees an opportunity to take a personal ownership stake in the company’s future success