{"id":4226,"date":"2023-07-11T12:39:08","date_gmt":"2023-07-11T16:39:08","guid":{"rendered":"https:\/\/www.stevenslee.com\/sesesop\/?p=4226"},"modified":"2026-07-31T12:41:50","modified_gmt":"2026-07-31T16:41:50","slug":"esops-as-an-exit-planning-strategy","status":"publish","type":"post","link":"https:\/\/www.stevenslee.com\/sesesop\/resources\/esops-as-an-exit-planning-strategy\/","title":{"rendered":"ESOPs as an Exit Planning Strategy"},"content":{"rendered":"<p class=\"has-medium-font-size wp-block-paragraph\"><em><strong>What\u2019s Involved With Selling Your Company to Your Employees?<\/strong><\/em><\/p>\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/sesesop.com\/team_member\/mark-b-russell\/\">Mark Russell<\/a>, Head of Finance with SES ESOP Strategies, participated in a webinar hosted by the <a href=\"https:\/\/exit-planning-institute.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">Exit Planning Institute<\/a>. Geared toward business owners looking for a succession strategy, the webinar focused on employee stock ownership plans (ESOPs), in which business owners transition ownership of all or part of the company to the company\u2019s employees.<\/p>\n<p class=\"wp-block-paragraph\">SES ESOP Strategies <a href=\"https:\/\/sesesop.com\/representative-esop-transactions\/\">has guided many companies through ESOP transactions<\/a>, and Mark\u2019s presentation, \u201cESOPs as an Exit Planning Strategy,\u201d covers all the basics and beyond of ESOPs for business owners seeking a succession plan with numerous benefits to the company, the seller and the employees. He provides a thorough introduction to employee ownership and reviews the ways that a transaction may work, dependent upon the structure of the company and the goals of the owners. This ESOP presentation also delves into the benefits and risks for both the company and its employees, and outlines what types of attributes a company should have to be an ideal fit for an ESOP.<\/p>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/mc8n314yjUw?si=32fICckbZdNA1IKH\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What\u2019s Involved With Selling Your Company to Your Employees? Mark<span class=\"excerpt-hellip\"> [\u2026]<\/span><\/p>\n","protected":false},"author":46,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_exactmetrics_skip_tracking":false,"footnotes":""},"categories":[18],"tags":[],"class_list":["post-4226","post","type-post","status-publish","format-standard","hentry","category-resources"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>ESOPs as an Exit Planning Strategy - SES ESOP Strategies<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stevenslee.com\/sesesop\/resources\/esops-as-an-exit-planning-strategy\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ESOPs as an Exit Planning Strategy - SES ESOP Strategies\" \/>\n<meta property=\"og:description\" content=\"What\u2019s Involved With Selling Your Company to Your Employees? Mark [\u2026]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stevenslee.com\/sesesop\/resources\/esops-as-an-exit-planning-strategy\/\" \/>\n<meta property=\"og:site_name\" content=\"SES ESOP Strategies\" \/>\n<meta property=\"article:published_time\" content=\"2023-07-11T16:39:08+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-07-31T16:41:50+00:00\" \/>\n<meta name=\"author\" content=\"tjgivens\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"tjgivens\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/\"},\"author\":{\"name\":\"tjgivens\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#\\\/schema\\\/person\\\/3955d0bd14f01445a132248eff2d400b\"},\"headline\":\"ESOPs as an Exit Planning Strategy\",\"datePublished\":\"2023-07-11T16:39:08+00:00\",\"dateModified\":\"2026-07-31T16:41:50+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/\"},\"wordCount\":182,\"publisher\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#organization\"},\"articleSection\":[\"Resources\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/\",\"name\":\"ESOPs as an Exit Planning Strategy - SES ESOP Strategies\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#website\"},\"datePublished\":\"2023-07-11T16:39:08+00:00\",\"dateModified\":\"2026-07-31T16:41:50+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/resources\\\/esops-as-an-exit-planning-strategy\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"ESOPs as an Exit Planning Strategy\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/#website\",\"url\":\"https:\\\/\\\/www.stevenslee.com\\\/sesesop\\\/\",\"name\":\"Griffin Financial Group\",\"description\":\"TAILORED ESOP SOLUTIONS. 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