Key reasons that a Sub-S ESOP is right for many of my clients and quite possibly me
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Key reasons that a Sub-S ESOP is right for many of my clients and quite possibly me

 


#1 The benefits of a outright sale, but still with control

Sub-S ESOP’s are a powerful exit strategy for mid-market company owners – and a preferred alternative to selling to an outsider!

#2 Think tax-exempt cash flow!

Sub-S ESOP’s are becoming the Succession Strategy of choice for Owners.

#3 Yes it’s hard to believe but true

Owners can extract the full value of the company, give employees ownership, and maintain control and their legacy; all while using tax dollars!

#4 Shift taxes from a burden to a tool for succession planning and growth!

#5 Employees love working for Sub-S ESOP companies

Sub-S ESOP’s out perform their pier groups and employees have a real sense of ownership; all resulting in excellent long term retention tool

#6 Congress endorsed and support Sub-S ESOP Legislation

Passed taxed differed law in 1997