The choices you make today determine the identity of your company tomorrow.
Now that you have grown your business, what are you going to do with it? We can help you identify and implement a succession plan. Let us help you fit it all together.
The professionals at Equity Strategies LLC ("ESL") focus on assisting business owners extract value from their private companies primarily through the use of employee stock ownership plans ("ESOPs"). We will evaluate and assess the feasibility and relative merit of employee stock ownership, as well as other stock transactions, to achieve the following objectives:
Financial Diversification for the Business Owner;
Implementation of Succession Planning for the Business;
Reduction or Deferral in Capital Gains Tax; and
Creation of Employee Benefit Plan Tied to Company's Financial Performance.
A recent study found that ESOP companies grow 2.3% to 2.4% faster than would have been expected without the implementation of the ESOP in the areas of sales, employment, and sales per employee. These are results that successful business owners cannot pass over without some investigation.
