Gifting Strategies in a Post-ESOP Transaction

BVResearch Pro
Willamette Insights
November 1, 2003
Mark Shorthouse

Summary

Many owners of private businesses use an employee stock own-ership plan (ESOP) as a tool to obtain liquidity for their interest in their company. In most cases, the ESOP is intended to gradu-ally separate the current owners from the businessùwith the ev ...
Gifting Strategies in a Post-ESOP Transaction
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