KTLA

Excel Legacy Group Reveals Its 3-Step ESOP Implementation Process

And Excel Legacy Group (ELG) reveals its 3-Step ESOP Implementation Process. ELG is a respected financial sector leader, particularly with expertise in ESOP planning. The popular and dynamic concept ...
Crain's New York

Talking ESOP as a Succession Strategy

What makes Employee Stock Ownership Plans (ESOPs) an attractive option for succession planning? What should companies consider when exploring this option, and how has it benefited Grassi and your firm ...
Auto Remarketing

COMMENTARY: Finale of succession planning series; considering ownership transfer or ESOP

Owning and operating an automotive dealership, or group, is a demanding yet rewarding business. However, one of the most critical and often neglected aspects of owning a dealership is succession ...
planadviser.com

ESOP Participants Win Case Over Failed Diversification Implementation

A court used plain language of the ESOP plan document to show the plan administrator's failure to implement participants diversification elections was "arbitrary and capricious." Dave and Vikki Bryant ...
KTLA

Excel Legacy Group Guides Transportation Businesses Through ESOP Implementation

ESOPs offer a unique and compelling exit strategy for business owners, allowing them to sell a portion of their company to a trust that benefits their employees. This not only provides owners with ...
The Business Journals

Why employee stock ownership plans (ESOPs) are becoming the best-kept secret in business ownership

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business owners across various industries are awakening to ...