Employee Stock Ownership Plans (ESOPs) are a great way to transition ownership, grant ownership to employees, and provide valuable tax benefits to companies and their shareholders. ESOPs provide value by aligning the interests of a company with its employees and improving company and employee performance. However, an ESOP’s organizational structure creates a new risk profile for companies.

The nature of a company’s ESOP structure creates an environment filled with unique regulations, inherent conflicts of interests, and difficult decisions for employee owners. When not properly addressed, these exposures open your organization and leadership up to significant liabilities. Your organization’s risk management and insurance program are important safeguards to ensure your company is not left bare when protection is needed most. We develop and deliver a customized Impact Plan that identifies your opportunities for greatest impact and a meaningful ROI. The Impact Plan identifies the framework for building a case for positive change in support of your program’s overall strategy.

Holmes Murphy’s ESOP team is proud to be active contributing members of The ESOP Association (TEA) and National Center for Employee Ownership (NCEO). We’re deeply entrenched in the ESOP community as trusted advisors with attorneys, accountants, valuation advisors, lenders, trustees, TPAs, and other ESOP advisors. With extensive industry insight and a commitment to caring for your company and employees, Holmes Murphy is ready to take your ESOP strategy to the next level.