ESOP Plans – An Alternative to Selling Your Business

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.  

During this episode we will discuss employee stock ownership plans or ESOP plans as an alternative to selling your business with Melissa Beezhack Bizyak. She is an ESOP valuation expert in Pittsburgh, Pennsylvania.  

Welcome Melissa!!   

1. Can you provide some basics on ESOPs, as you would explain it to a business owner?   
2. What are some of the reasons to consider an ESOP plan – such as the tax benefits of an ESOP?   
3. What makes a company a good candidate for an ESOP program? 
4. What types of advisors should be involved in ESOP transactions and what role do you undertake? 
5. What is an ESOP trustee? 
6. Understanding that an ESOP is feasible from a financial aspect, is there any other important elements that should exist that make a successful ESOP? 
7. What types of information must be given to ESOP participants? 
8. Sometimes you hear that ESOPs are challenging or too difficult. Are ESOPs scrutinized or has there been controversy surrounding ESOPs? 

 

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
Cell: (314) 541-8163 

  

Melissa A. Bizyak CPA/ABV/CFF, CVA
Partner - Valuation Services
Three Gateway Center, Suite 1800
Pittsburgh, PA 15222
Phone: (412) 338-9313
http://www.gyf.com/
www.linkedin.com/in/melissafaightbizyak/ 

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