You Heard About Employee Ownership But Are Concerned About The Risks
We Get It! The Calatrava Group can offer you a structure that provides both the benefits of a sale to an ESOP and a traditional exit
You don’t have to choose between an ESOP and a third-party buyer…Calatrava Group can acquire your business and provide employee ownership to your team
Not Familiar With ALL The Benefits For You and Your Employees?
Businesses with an employee ownership model, average higher profit margins over time and are more resilient in downturns
100% ESOP-owned S-corporations do not pay Federal Tax and often State taxes, which increases the business’s cash flow after transitioning to employee-ownership. Depending on the structure, you may also be able to defer the taxes from a sale and receive a “step-up in basis” when transferring your estate*
Most employees at an ESOP report higher job satisfaction and a greater sense of purpose, recognizing that their contributions are benefitting the company which benefits them
Low/moderate-income workers in an ESOP have accounts with a median value of $165,000. By contrast, the typical American household has just $17,000 in savings
Low/moderate-income workers in an ESOP closest to retirement (ages 60 to 64) have 10 times more wealth than the typical American in that age group
You can learn more about ESOPs here
*Sellers should consult with tax and legal professionals for details abut your specific situation. Calatrava Group does not provide tax or legal advice.
