How ESOPs and 1042 rollovers are reshaping RIA succession plans

As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 ...
JD Supra

How Cannabis Companies Use ESOPs for Tax Savings and Ownership Transition

Employee Stock Ownership Plans (ESOPs) are federally authorized retirement benefit structures designed to hold company stock in a trust on behalf of employees. These plans offer workers an indirect ...
JD Supra

Is an ESOP the Right Exit Strategy? A Closer Look at Employee Ownership Transitions

As succession planning becomes a more pressing concern for closely held businesses, Employee Stock Ownership Plans (ESOPs) are increasingly part of the conversation. While not the right fit for every ...
NH Business Review

Is an ESOP the right exit strategy for your business?

For many privately held business owners, their company is not just an asset; it is a lifetime of hard work and the foundation of their personal wealth. As owners approach the end of their business ...

Institutional Investors Push Back on ESOPs at Newly Listed Tech Firms

Newly listed companies in India’s capital markets—particularly tech-driven startups are getting their first taste of ...