More than 350 ESOP-owned companies in Stout’s valuation portfolio produced a 17.3% average annual return, surpassing the S&P ...

Employee stock ownership plans (ESOPs) have been used as a business succession strategy by employers across many industries. In the cannabis industry, ESOPs have come and gone and come again as a ...

Retiring from an Employee Stock Ownership Plan (ESOP) company isn’t your typical swan song. You’re not just saying goodbye to the 9-to-5 grind—you’re stepping into the most important financial chapter ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. For estate planning advisors and their clients, this resurgence raises an ...

What makes Employee Stock Ownership Plans (ESOPs) an attractive option for succession planning? What should companies consider when exploring this option, and how has it benefited Grassi and your firm ...

Everyone has met that person who believes they will live forever. Owners of privately held companies have a zest for life that translates into their business. These visionaries continue making plans ...