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The OWN Health captive members recently came together for their first annual member meeting in Denver, CO, to discuss captive growth, stability, and performance. The common theme was the importance of connection—from connecting with fellow OWN members and leveraging peer group support to connecting with fellow ESOP companies to share how an ESOP captive could benefit their company.

Title 1 of the CARES Act directs the SBA to make certain loans to qualifying small businesses.

Robert Wrixon

Using an ESOP for Business Transition Can Be Complicated, But Selling to an Outside Buyer Is Often Uncertain and Even More Complicated with Less Flexibility and Fewer Tax Benefits