Ownership Plan (ESOP)
A specialized tax-qualified plan where monies
can be contributed in stocks or cash to the ESOP on
a tax deductible basis, thereby increasing working capital
and cash flow.
Key Benefits of a Employee
Stock Ownership Plan:
Create a liquid, private
market for your company’s stock.
Facilitate the smooth
succession of the company to the management
Allows for the sale of
privately held stock tax-deferred or tax-free
while the business owner keeps control of
Gives your employees
equity in the company, making them more
loyal, productive, and profitable.
Deduct both principal
and interest on bank debt.
Make your stock dividends
Who Can Establish:
- Public or Private Corporations
A private corporation owner
wanting to sell some of his stock on a tax
free basis and still maintain control of the
A company wanting to buy
out minority shareholders on a tax deductible
basis for the corporation and tax free for
the selling shareholders.
A company wanting to make
acquisitions on a tax deductible basis.
A business owner who wants
to share equity in the company with employees
to attract, retain, and reward a productive
Contact a LPL Investment
Consultant to go over your options for retirement.
Financial Advisors of LPL Financial are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial is not a registered broker/dealer. Investments are: Not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of LPL Financial. LPL Branch Office located at 1311 Carolina Ave, Washington, North Carolina 27889. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor
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This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.