The ESOP:
The Right Situation for the Right Reason.
Although it is undeniable that Employee Stock Ownership Plans (ESOPs) offer tax benefits to both selling shareholders and sponsoring businesses, as well as the potential for employees to accumulate substantial wealth, it is essential to be aware of the potential drawbacks of ESOPs. Our objective is to ensure that ESOPs are implemented appropriately for the right purposes.
Options
After decades of designing and implementing more than 1,000 plans, including hundreds of ESOPs, Carlson Flynn has developed sophisticated analytical tools that quantify how an ESOP might affect a company and its shareholders. Our studies give you an opportunity to compare several different transactions and choose the best one to meet your personal and corporate objectives.