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For many years Employee Stock Ownership Plans were considered to be incentive plans for employees of large publicly traded companies. But today’s ESOP plans can be a crucial tool for owners of small to medium-sized businesses looking for liquidity or a succession plan without losing control of the company. Leverage may be used to magnify benefits, reduce out-of-pocket costs and provide immediate liquidity in some circumstances.

ESOP Strategies can provide you with:

  • Liquidity
  • A way to capitalize a successful business at retirement
  • Tax-reduction
  • Stability for clients and employees
  • A great retention tool for vital employees

For more information on how your business may benefit from an ESOP strategy:

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