Continue contributing after you sell.
Keep Doing What You Love Even After Selling Your Business
Keep contributing to your company’s growth post-sale and still reap the benefits of an exit. With an ESOP, you can sell your business to your employees, ensuring your legacy continues while you stay engaged in the day-to-day operations.
Continue contributing after sale.
Keep Doing What You Love Even After Selling Your Business
Keep contributing to your company’s growth post-sale and still reap the benefits of an exit. With an ESOP, you can sell your business to your employees, ensuring your legacy continues while you stay engaged in the day-to-day operations.
PROTECT YOUR FAMILY
Affordable coverage
About 70% of Canadians overestimate the price of life insurance, but it’s not their fault! Life Insurance is vague and confusing, and Ian is here to fix that by getting Canadians with the right policy for their situation, and it all starts as low as $30/month.
PROTECT YOUR FAMILY
Affordable
coverage
About 70% of Canadians overestimate the price of life insurance, but it’s not their fault! Life Insurance is vague and confusing, and Ian is here to fix that by getting Canadians with the right policy for their situation, and it all starts as low as $30/month.
MORE FOR LESS
Why Choose an ESOP?
An Employee Stock Ownership Plan (ESOP) transforms employees into stakeholders, boosting morale and productivity. ESOPs offer tax advantages, improve employee retention, and provide a sustainable succession plan, ensuring your company’s longevity.
MORE FOR LESS
Why do people get
life insurance?
Life insurance is a way to make sure that your family and dependants don’t suffer financially when you pass. Life insurance can be used to pay for a funeral, pay off debts (including your mortgage), pay for your children’s education and help your family maintain their standard of living when they no longer have you to support them.
ONLY RECOMMEND CERTIFIED PARTNERS
You're in good hands
Connect with professionals who are certified and highly experienced in ESOP planning and implementation.
Highly Rated
Work with top-rated experts trusted by businesses nationwide for successful ESOP transitions.
In-Depth Review
Receive tailored guidance to match your unique business needs and goals.
In-Depth Review
All of our ESOP partners are thoroughly vetted to ensure they are certified, licensed, and experienced in guiding businesses through the ESOP process.
ONLY RECOMMEND CERTIFIED PARTNERS
You're in good
hands
Connect with professionals who are certified and highly experienced in ESOP planning and implementation.
Highly Rated
Work with top-rated experts trusted by businesses nationwide for successful ESOP transitions.
In-Depth Review
Receive tailored guidance to match your unique business needs and goals.
In-Depth Review
All of our ESOP partners are thoroughly vetted to ensure they are certified, licensed, and experienced in guiding businesses through the ESOP process.
So, how does it work?
Take assessment
Complete our quick assessment to see if you qualify and help us understand your objectives.
Get matched with experts
We connect you with certified partners best suited to guide your ESOP journey.
Get the perfect fit
Collaborate with your matched expert to design and implement a custom ESOP solution.
So, how does it
work?
Take assessment
Complete our quick assessment to see if you qualify and help us understand your objectives.
Get matched with experts
We connect you with certified partners best suited to guide your ESOP journey.
Get the perfect fit
Collaborate with your matched expert to design and implement a custom ESOP solution.
INSURANCE IAN
Protect those who matter
We would all do anything for our loved ones, and now Ian makes it easier than ever to get Life Insurance that protects your family financially.
INSURANCE IAN
Protect those who matter
We would all do anything for our loved ones, and now Ian makes it easier than ever to get Life Insurance that protects your family financially.
How can an ESOP help me maximize the value of my company when I retire?
An Employee Stock Ownership Plan (ESOP) allows you to sell your shares at fair market value directly to your employees. This often results in a competitive sale price while providing tax advantages that can enhance your net proceeds. By creating a built-in buyer for your business, an ESOP ensures you receive the best value for your life’s work.
Will implementing an ESOP facilitate a smooth succession plan?
Yes, an ESOP provides a structured approach to succession by gradually transferring ownership to your employees. This ensures business continuity, retains experienced staff, and maintains the company culture you’ve built, all while allowing you to step back on your own terms.
How does an ESOP contribute to my legacy as a business owner?
There is no one-size-fits-all answer. The amount of insurance you will need is a highly personal decision. A life insurance agent will look at your assets, debts, personal situation, financial goals and your family’s needs so they can make recommendations tailored to you. Remember, your needs might change throughout your life, so it’s a good idea to review your policy at milestone events such as getting married or having a baby.
Is my company a good candidate for an ESOP?
Many businesses qualify for an ESOP, especially those with stable earnings and a strong employee base. Our assessment will help determine if an ESOP aligns with your retirement goals and if it’s the right fit for your company’s future.
How can an ESOP help me maximize the value of my company when I retire?
An Employee Stock Ownership Plan (ESOP) allows you to sell your shares at fair market value directly to your employees. This often results in a competitive sale price while providing tax advantages that can enhance your net proceeds. By creating a built-in buyer for your business, an ESOP ensures you receive the best value for your life’s work.
Will implementing an ESOP facilitate a smooth succession plan?
Yes, an ESOP provides a structured approach to succession by gradually transferring ownership to your employees. This ensures business continuity, retains experienced staff, and maintains the company culture you’ve built, all while allowing you to step back on your own terms.
How does an ESOP contribute to my legacy as a business owner?
Establishing an ESOP empowers your employees and rewards them for their dedication, fostering a sense of ownership and pride. This not only secures the future success of the company but also leaves a lasting legacy of commitment to your employees and community.
Is my company a good candidate for an ESOP?
Many businesses qualify for an ESOP, especially those with stable earnings and a strong employee base. Our assessment will help determine if an ESOP aligns with your retirement goals and if it’s the right fit for your company’s future.
Get Started Today
It’s simpler than you think!
ESOP Help simplifies your company’s transition to employee ownership through tailored Employee Stock Ownership Plans.
Contact
ESOP Help simplifies your company’s transition to employee ownership through tailored Employee Stock Ownership Plans.