EOT ALTERNATIVES

Interested in selling your business, but feel that an Employee Ownership Trust is not the right fit for you? We can help you design and finance a transfer of your company to any of the following types of trusts, or a custom-designed trust that combines some of the following elements:

Family Trust – distributes income to family members

Religious Trust – distributes income to a church, synagogue, or religious organization

Environmental Trust – distributes income to environmental causes or organizations

Social Trust – distributes income to social causes or organizations

Political Trust – distributes income to political parties or organizations

Employee Stock Ownership Plan (ESOP) – a federally regulated retirement plan for employees