GrayStoneCFO Resources
Why Independent Boards Matter in ESOP Companies
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Strong governance is one of the least discussed—but most important—elements of a successful Employee Stock Ownership Plan (ESOP). While the excitement of a transaction often centers on valuation, financing, and tax advantages, the real test of an ESOP’s durability begins the day after the deal closes. That’s when leadership transitions from selling shareholders and advisors…
Maine ESOP Conference: Economic Insights and Employee Ownership Momentum
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On October 14, Graystone CFO was proud to sponsor the Maine ESOP Conference in Auburn as a Patron Sponsor. The sold-out event brought together more than 200 business leaders, advisors, and employee-owners for a full day of learning, networking, and inspiration centered on the power and potential of employee ownership. Maine’s Economic Outlook — Keynote by State Economist…
What Are ESOP Tax Advantages?
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You may never need to pay taxes again When business owners of an S-Corp begin planning their exit, taxes are always top of mind. Selling to a competitor, private equity, or even family typically means a large capital gains bill, with taxes due immediately after the sale. But if you’re an S-Corporation and you sell…
Valuation Is an ESOP Fundamental
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Why understanding and communicating value is the heartbeat of employee ownership When forming an Employee Stock Ownership Plan (ESOP), you aren’t just making a financial transaction—you’re redefining the ownership structure of your business. You are selling your interest in the company to the ESOP Trustee, who holds and allocates shares for the benefit of your…
Why Graystone CFO?
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My retirement this past March from the company I helped found and grow over 25 years wasn’t driven by a desire for more beach time. It was the result of thoughtful, long-term planning. In 2017, our company became employee-owned through the implementation of an Employee Stock Ownership Plan (ESOP) — the culmination of a strategic…
So, You Want to Form an ESOP?
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For many business founders, the question of how and when to exit their company is both deeply personal and strategically complex. Whether you’re approaching retirement or simply seeking to transition to a more sustainable ownership model, an Employee Stock Ownership Plan (ESOP) can be an exceptional tool. It offers a controlled exit strategy for founders…