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Uses of ESOPs ESOPs were first made available after the passage of the Employee Retirement Income Security Act (ERISA) of 1974. Since that time more than 10,000 companies nationwide have adopted ESOPs for their dynamic financial, tax and organizational benefits. 

 

An ESOP is an extremely versatile financial planning tool and can be used to accomplish the following:

  • Business Succession
  • Estate Planning
  • Financing Vehicle
  • Employee Incentives and Rewards

To learn more about what an ESOP is and how it works,  click here to read Rob Edwards' "Frequently Asked Questions" or click here to send us an inquiry using the online form.

 

 


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