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Is An ESOP Transaction Right For Your Business?

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Whether you’re a Baby Boomer seeking liquidity for your retirement or a younger business owner wanting tax incentives and increased benefits for employee engagement, an employee stock ownership plan (ESOP) may be an option for you.

According to the National Center for Employee Ownership (NCEO), there are more than 6,600 ESOP-owned companies, not including the 3,800 profit-sharing plans and stock bonus plans that are mostly invested in company stock. From 2014 to 2018, an average of 263 new ESOPs formed each year, and that rate is accelerating thanks to the favorable mergers and acquisitions (M&A) that began this year.

In February, Peter Stavros, a partner and co-head of private equity for the Americas at KKR, announced that he and his wife were launching the Center for Shared Ownership. The non-profit organization focuses on employee ownership by funding research and education, providing resources, and pushing for government support.


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