Setting up a US Employee Ownership Trust is a small-team effort. The core roster: an attorney experienced in trusts and business transitions to draft the documents, a trustee to hold shares for employees, a CPA or tax advisor engaged early (structuring drives the tax outcome), and an independent valuation firm to set a fair price. Many owners also add an employee-ownership advisor up front to assess fit and coordinate everyone. This is general education, not legal or tax advice.
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