Browsing articles in "Buy Sell"

ESOPs for Buy Sell Purposes

Employer Stock Ownership Plans for Buy Sell Purposes An owner, who wishes to sell an interest in either his closely held corporation or S corporation, but does not have a current buyer, may use an Employee Stock Ownership Plan (ESOP), thus creating a market for his company’s stock.  This special type of qualified retirement plan may [Read the Rest]

Buy Sell Agreements

 A Necessity for Closely Held Businesses by Barry Boscoe, CFP Closely held companies have many agreements, but one of the most important is a buy-sell or shareholders’ agreement.  These agreements are designed to protect not only the business owners, but also the investors by providing agreed upon arrangements.  Arrangements which must be followed in the event of [Read the Rest]