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Employee Stock Ownership Plans (ESOPs)

Help clients create a succession plan that works for them

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An employee stock ownership plan (ESOP) is a flexible way to help business owners transition the ownership of their company over time, providing them with a valuable source of liquidity and an ongoing legacy.

Discover the benefits of ESOP to clients and advisors >

Important Information

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.


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