An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan designed to invest primarily in employer stock. It can provide tax-advantaged financing for ownership succession or other corporate needs, while offering a valuable employee benefit.

Since an ESOP can be used to satisfy many different objectives, it is essential to work with an advisor who understands all of the available alternatives in meeting critical business objectives. The advisors at Waterfront Financial Group bring the knowledge and expertise to help you determine whether or not an ESOP is right for your business.

Since we understand how an ESOP impacts both your financials and tax position, we work closely with your accountants to ensure that the operation of the ESOP will be integrated into other important aspects of company reporting.