ESOP Basics
ESOP Benefits
ESOPs at Principal
Client Assessment

Employee stock ownership plans (ESOPs)

Help clients create a succession plan that works for them 

Looking for new ways to build your business and grow revenue? Consider helping your clients and prospects establish an employee stock ownership plan (ESOP). These flexible plans help business owners transition the ownership of their company over time, providing them with a valuable source of liquidity and an ongoing legacy.

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Next steps

We're here to help you support your clients and prospects with their succession planning needs.
E-mail our Advisor Support Team or call 800-952-3343, option 2.
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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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