Employee Stock Ownership Plans (ESOP)

An ESOP is a qualified retirement plan that invests primarily in company stock of the employer.  While many of the same qualified plan rules apply, an ESOP requires specialized expertise to achieve the improved profitability and performance that many ESOP companies experience while maximizing the financial benefits to participants and selling shareholders.  As a 100% employee-owned company ourselves, we are not only acutely aware of the challenges and benefits of being an ESOP company, but experience them every day. From initial feasibility and design services to S-Corp anti-abuse testing and periodic repurchase obligation analysis, Watkins Ross helps our clients maximize the benefits of having an ESOP while steering a clear course through a complex regulatory and fiduciary environment. So, whether you are a C-Corp thinking of starting an ESOP or a mature S-Corp ESOP company, Watkins Ross can help you maximize your ESOP potential.