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ESOP Essentials 2025

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27 Pearl Street, Portland, ME 04101 SIDE BY SIDE WITH MAINE'S BIGGEST ESOPS ARB works side by side with Maine's leading employee-owned companies—providing integrated tax, audit & attest, and advisory services across every stage of the ESOP lifecycle. We coordinate with owners, consultants, and outside counsel to structure ESOPs that preserve legacy, improve cash flow, strengthen employees' futures, and optimize tax benefits while maintaining regulatory compliance. Additional services offered include: • Succession planning • Transaction advisory • ESOP reporting and plan audits • Tax strategies • Employee communication and education Whether you're exploring employee ownership or managing an existing ESOP, partner with ARB for practical, hands-on guidance that strengthens ownership and long-term value. Contact ARB's ESOP Advisory Team to start the conversation. arbcpa.com 2025 Thirteen Years Running 2013 - 2025

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