We know ESOPs.

We’ve been fortunate to advise hundreds of companies, boards of directors, trustees, and shareholders on ESOP-related transactions, ranging from initial ESOP sales to recapitalizations and even exits from ESOP ownership. In addition to preserving companies’ legacies and generating opportunities for employee wealth creation across the U.S., maximizing shareholder value is the root of our core philosophies.

At ButcherJoseph Asset Management, we advise shareholders considering the sale of a business to an ESOP. We can provide insight on investment strategies available through IRC section 1042, including:

  • The use of floating rate notes (FRNs) as Qualified Replacement Property (QRP)
  • Advantages and disadvantages of a diversified portfolio as Qualified Replacement Property
  • Liquidity through monetization loan strategies


*ButcherJoseph Asset Management is an affiliate of ButcherJoseph & Co.

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