A Business Exit Using An ESOP Benefits The Owner And Employees

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With an ESOP, you can keep your company’s values and culture in place when you exit by turning it over to those who helped create them—your employees. It's a win win.

Hayward's concluded that an ESOP was the fastest way to exit the company and create wealth for herself and her team. It was a win-win for the people she cared about."ESOPs are tax efficient for the buyers and the sellers of the business," she said."It's also flexible, and you control the percentage you sell, the terms of the deal, and the timing."

"My personal drive was to bring as much value forward to our loyal, mostly female, Bluedog employee population," said Hayward."We have always had a great culture and worked intentionally over two decades to build it. Employee ownership takes our culture and the accountability for it to the next level and rewards employees by making them owners.""ESOP is tax efficient for owners looking to sell and for the business looking to grow!" exclaimed Hayward.

1. With an ESOP, you remain in control of the percentage sold, the terms of the deal, and the timing. You can customize the value you share with your key employees. If you want, you can choose to stay in control. 2. Multiple tax advantages enable you to customize a couple of different streams of cash for you and the other people important to you.4. ESOPs are tax efficient for company owners and your beneficiaries. You can avoid capital gains through estate planning using Qualified Replacement Property so that your estate-plan beneficiaries don't pay capital gains.

5. The business becomes much more tax efficient, setting itself up to pay back the loans employees took to buy the company and to enable future acquisition opportunities.How will you exit your company?

 

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