In Pizzella v. Vinoskey, 2019 U.S. Dist. LEXIS 129579, the US Department of Labor (DOL) brought a case against an independent transactional ESOP trustee (the trustee), but also named the seller of ...

Employee stock ownership plans (ESOPs) have gained popularity as a means of aligning the interests of employees with the success of the company. These plans are established by employers with the goal ...

Employee Stock Ownership Plans (ESOPs) are unique employee benefit plans designed to invest primarily in the stock of the sponsoring employer. For small businesses, ESOPs can serve as a powerful tool ...

There are many ways to exit a business, some of which include complete or partial liquidation, or transfers of ownership via mergers and acquisitions, or through business brokers. One ...

Succession planning is a critical aspect of managing any business, particularly when it comes to transitioning ownership. An Employee Stock Ownership Plan (ESOP) offers a unique and effective method ...

Employees participating in an ESOP receive shares in the company. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions ...

Private equity's run through the ranks of the accounting professions showed no signs of slowing in 2024. But recently, employee stock ownership plans have emerged as an alternative succession strategy ...

Employee stock ownership plans (ESOPs) have long played a pivotal role in facilitating business succession across the United States, though their complexity has at times relegated them to the margins ...