Employee Stock Ownership Plan (ESOP)

Share-based payments can be viewed as transactions between a company and its employees. These transactions often have accounting and tax implications to the issuer and the employee. Share-based payments can include stock option grants, restricted stock grants, and transactions involving an employee stock ownership plan (ESOP). ESOPs, in particular, have been growing in popularity among private companies

Businesses exploring the option of implementing an Employee Stock Ownership Plan (ESOP) by conducting a preliminary valuation. This valuation provides business owners and management with an estimated value of the business, enabling them to make an informed decision on whether an ESOP is a suitable choice for their company. Should the company choose to move forward with an ESOP, we conduct a thorough initial valuation as required by ERISA regulations and provide annual updates to ensure compliance.