The 4th Option - A video series by The ESOP Association and Employee Ownership Foundation about ESOP Formation

Forming an ESOP - The 4th Option

Over the next 10 years 10.5 million baby boomer business owners will be looking to transfer ownership of their business. This will be the single largest transfer of business ownership in history.

In our new video series in conjunction with the Employee Ownership Foundation we will explore the benefits of transferring ownership of your business to your employees. If you're a business owner or executive, please watch the videos below to learn more!


Harpoon Brewery

Hear the story about how one of the first craft brewery in the nation became one of the most successful employee owned breweries in the world.

Intro to The 4th Option

What is an ESOP and how do business owners decide to transition ownership of their business, and often their life’s work, to their employees?

Forming An ESOP - The 4th Option

May be able to avoid paying federal and even state income tax on the portion of the business owned by the ESOP.

Most business owners know that there are three options when planning for retirement. One, they can sell their business. Two they can, pass the business to a member of their family. Or three, they can close up shop. But, there’s a fourth option. One that allows a business owner to sell the business to the people who care most about its success, the employees. It’s called an Employee Stock Ownership Plan. This type of succession plan happens on the business owner’s timeline and ensure the business stays open, local, and in the hands of people who are passionate about the legacy of the company. In the “4th Option Series” you will hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.

Considering An ESOP?

ESOP Association Members at a Networking happy hour during Employee Owned 2019

Are you considering ESOP formation? If you would like more information about forming an ESOP, our TEA membership team is ready to assist you.

Join The ESOP Association today and learn why an ESOP can help you boost cashflow and gain competitive advantage. Learn how to set up and make your ESOP successful. Avoid costly mistakes with the training, network and network your business needs.