Employee Stock Ownership Plan

First authorized by federal legislation in 1974, ESOPs are better for business owners, their companies and their employees

ESOPs allow Business Owners to:

  • Retain control of their company while increasing profits and employee productivity

  • Sell their stock in a tax-free sale with greater proceeds than selling to an outside buyer

  • Repay debt with tax deductible or tax-free dollars

Employee ownership can be structured in a number of ways, and while this may seem complicated, the Triad Capital team has senior experts in ESOPs with current hands-on experience to help business owners navigate through the process.

Download our ESOP BASICs  

Contact us to learn more, or fill out our simple ESOP qualifying form to the right.


Let us help you determine if an ESOP is a viable option. Fill out this quick and easy form and one of our associates will be in touch.

Name of Contact Person:

Best Way to Contact You:

Business Type:

  • Please select from drop down menu
  • Manufacturing
  • Service
  • Distribution
  • Other

Annual Revenue:


Anticipated Exit Strategy: