Samantha (Sam) Silberstein, CFP®, CSLP®, EA, is an experienced financial consultant. She has a demonstrated history of working in both institutional and retail environments, from broker-dealers to ...

Employees participating in an ESOP receive shares in the company. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions ...

Forbes contributors publish independent expert analyses and insights. Mary Josephs is an expert in business ownership transitions. How can we create opportunities for more workers to enjoy the ...

Employee Stock Ownership Plans (ESOPs) provide many advantages to owners looking to sell their companies. They can also benefit employees and place the company on a more solid financial footing than ...

Family- or partner-owned construction and engineering (C&E) companies aren’t just laying foundations for their clients. Many are active participants in this decade’s trend of using employee stock ...

If you’re venturing into the world of employer stock, it helps to know the acronyms, because the landscape is cluttered with them. There are RSUs (restricted stock units), ISOs (incentive stock ...

Editor’s note: The companion article, “What to Know When Your Client Is Considering Employee Ownership” explores how CPAs can advise clients interested in changing their company’s ownership model.