ESOP companies are increasing in number because of the excellent value they offer to owners/employees. ESOP companies have had better growth and lower unemployment statistics in this most recent difﬁcult economy compared to their non ESOP competitors.
ESOP company management faces unique challenges around the issue of their repurchase liability and how best to fund it over time. Often, the ESOP company would like to insure key shareholders against the risk of an untimely death which could negatively impact share value for all shareholders. Our ﬁrm understands the complexity of the ESOP company and the death beneﬁt needs associated with it. We can design a program for single shareholders or multiple shareholders.