EMPLOYEE STOCK OWNERSHIP PLANS

As an employee-owned company, The McLean Group is well-acquainted with the advantages that selling to an employee stock ownership plan (ESOP) can provide.  An ESOP is a tax-qualified retirement plan that requires no employee contributions.  This unique succession option is not only an employee benefit but also carries substantial tax incentives to the company and selling shareholders.  Additionally, an ESOP enables sellers to retain operational control of the business and preserve the existing corporate culture.  The McLean Group’s extensive ESOP advisory experience combined with its investment banking and business valuation services, yields a dexterity of capabilities beneficial to a business owner seeking to transfer ownership through an ESOP.

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