Employee Stock Ownership Plans (ESOP)

Are you the controlling shareholder of a small to medium size business and want to discuss succession or selling your business? An Employee Stock Ownership Plan gives the owner or controlling shareholder of the business the ability to sell their stock to the employees of the firm.

The owner of the company is now able to sell previously non-liquid shares of the company to the employees of the company for an immediate liquidity event. Glover Park Wealth will work with your advisors and our investment banking partners to facilitate the transaction for the benefit of all parties involved. 


Key Person Insurance – Having insurance policies on the key persons of a company.