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Ext. PublicationEmployee Stock Ownership Plan (ESOP) Reference Guide
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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.
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June 29, 2021
Partner, Valuation Services
Partner, Valuation Services
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An employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity. Employees receive benefits in retirement from the payout of share benefits earned during their tenure with the company.
