Employee Stock Ownership Plans

Employee Stock Ownership Plans provide a tax efficient succession plan, allowing a business owner to sell all or a portion of their company, defer capital gains taxes and allow employees to participate in the company’s profitability and success. KeyBank’s ESOP banking group combines expertise from across the bank, including financing the sale, treasury management, wealth management for selling shareholders and company executives, and financial wellness training and discounted banking services for employees.

Connect With Us

  • Social Share Icon
  • Social Share Icon
  • Social Share Icon

Find an Expert