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

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 ...

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 ...

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 ...