Download Complete Article, "Tax Rates, Strategic Premiums, and the Cost-Benefit of Selling to an ESOP" and Companion Handout from the NCEO Conference

Business owners in the exit planning process often ask whether it is more financially beneficial to sell shares to a strategic buyer or to an employee stock ownership plan (ESOP).  This article by Chris E. Best, CPA/ABV, ASA, MCBA, ABAR, explores the question in the context of:

  • The impact of the 2012 and 2013 capital gain tax rates
  • The average acquisition premium paid by strategic buyers per industry
  • A model using 2012 Mergerstat data
  • And more!

The answer to the above commonly asked question has changed dramatically. Get the information you need to make wise decisions about your company's future. To download the complete version of "Tax Rates, Strategic Premiums, and the Cost-Benefit of Selling to an ESOP," please complete the form to the right.