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May 19, 2024

Service Areas

Employee Share Ownership Programs

For many years we have assisted with designing and implementing employee share ownership programs (ESOPs). These range from granting a small share position to a key executive to the complete buyout of a company by its employees.

We can assist with designing the ESOP and will use our business valuations group to provide valuation reports where required. We will also recommend legal counsel who are experienced in this field.

We provide employees with unbiased and objective tax advice concerning their investment in the company, as well as tax-planning suggestions and individual counselling. We also prepare a tax commentary to accompany a share offering, a summary in lay terms, and answers to the most common questions.

Where applicable, we can assist with establishing a self-directed RRSP program for ownership of company stock, and issue an opinion with respect to qualification of the stock for RRSP ownership.