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Definition
Basic Information
Requirements
Planning
Establishing
Employee Status
Ideal Clients
Examples
Benefits
Expansion
Too Small?

We have provided very comprehensive information about Employee Stock Ownership Plans (ESOPs) organized in the areas to the left. We want business owners to know about the many excellent opportunities and benefits of these plans.

We hope that, with the information on this site, a business owner could learn to take advantage of these plans even though he or she didn’t know about them or did not receive adequate counsel from their business advisor.

However, we realize that this is a very complex area and that each company’s situation is unique. So, please take advantage of the “Ask Matt” feature to ask and address any questions you may have.

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