Operations: 22 Price Cutter stores, six Ramey and three Smitty's, plus six convenience stores. ESOP status: 100% employee-owned since Jan. 1 following a leveraged buyout of the company. Erick Taylor, ...

When owners sell to an employee stock ownership plan (ESOP), the headlines tend to focus on the upside—a succession plan, tax advantages, and the promise of employee ownership. What gets less ...

A North Carolina district court largely denied motions to dismiss ERISA and malpractice claims arising from a leveraged ESOP transaction and subsequent sale, allowing fiduciary breach claims against ...

The decision to transition a company to an ESOP can make sense in several scenarios and benefit everyone involved. An ESOP transaction can create benefit options for dedicated employees in the form of ...

Employee stock ownership plans (ESOPs) are emerging as a popular transition strategy for owners of registered investment advisory firms, especially in cases where business independence, continuity, ...

An Employee Stock Ownership Plan can be an alternative to private equity. Here's how it works. Business owners looking to sell some or all of their company might want to look to their employees as a ...

An employee stock ownership plan (ESOP) is a benefit plan that allows employees to own a piece of their company in the form of company stock. The decision to transition a company to an ESOP can make ...