Rick Monfred: Investing After You Sell Your Business to an ESOP


With higher tax rates, it’s not surprising that business owners are looking for more tax-efficient ways to sell their companies. And in the right circumstances, selling to an employee stock ownership plan (ESOP) can allow owners to defer taxes or even avoid them entirely.  Please take a moment to read Bernstein’s recent article entitled, “Investing After You Sell Your Business to an ESOP,” written by Chris Clarkson and Stacie Jacobsen, Directors in our Wealth Planning and Analysis Group.

This article takes you through a hypothetical case study to demonstrate how we help sellers to an ESOP evaluate whether and to what extent the transaction will meet their personal financial goals. We also address the complexities specific to investing proceeds from the sale to an ESOP. I think you’ll be interested to see how our wealth-forecasting capabilities can help owners proceed with confidence in selling their business.

Originally Posted by Rick Monfred on May 11, 2015 at 11:41am

Updated: May 1, 2021

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