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An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
Weaver brings a reliable, institutional-level approach to ESOP assurance services, fairness opinions, annual valuations and valuation reviews.
Watch our on-demand webinar where our panelists leverage their extensive organizational assessment knowledge and experience to answer your questions on various issues.
But really, how did the Texas Center for Employee Ownership become established?
Weaver's fireside chat with Lenox Wealth Advisors highlights some financial and estate planning strategies that could help you and your family plan for the future.