Employee Share Ownership Plans - ESOP - Succession Plus

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Employee Engagement and Share Plans

Increase productivity and maximise employee retention

An innovative way to gain productivity and retention benefits is to invite employees to invest in your business through a share plan.

With Employee Share Ownership Plans you can;

Structure your business so everyone shares in its success

Retain as much or as little operational control as you want

Preserve your business by leaving it in trusted hands

Employee Share Ownership Plans (ESOP)

Employee Share Ownership Plans (ESOP) are increasingly being used by business owners who want to gain immediate term productivity and engagement benefits while providing longer-term stability for their business.

An ESOP is a mechanism to allow employees to own a share of the company they work for.

Advantages for you as the business owner;

  • You can attract and retain high calibre staff by offering a direct stake in the business
  • When you want to move on from your business an ESOP can be an effective and efficient way to transfer ownership
  • Save tax by making payments to the ESOP that are deductible

Advantages for your employees include;

  • Providing a savings vehicle where they can accumulate savings, acquire and hold shares.
  • Creating a sense of community as employees feel more committed to ensuring the business thrives
  • Save tax by purchasing shares from pre-tax dollars

Benefits Of Our Service

Attract, Retain and Motivate Key Employees

ESOPs help develop an “Ownership Mindset” culture with engaged employees so that they are invested in the business’ success and start to think and act like business owners.


ESOPs create a win-win situation. Employees benefit by owning a stake in the business while the employer benefits from improved employee performance.


ESOPs are a transparent and easy to implement mechanism that provides clear rules and guidelines to help with employee incentives and business succession.

How To Set Up An ESOP

Getting your ESOP right is an important process – you need it to be attractive to your employees as well as support your business objectives. It has to be cost effective and easy to implement.

Above all the most important thing is to have a completely transparent and easy to understand scheme so that employees are clear on what they are participating in.

After extensive research, the ESOP we use and recommend is called the Peak Performance Trust (PPT).


How the Peak Performance Trust works:

Set up trust

You as an employer create an investment trust (we do this for you).

Make contributions

You will then make regular and predetermined contributions to the trust on behalf of, and for the benefit of your employees, contingent upon them achieving predetermined performance outcomes.

As the profits increase, so too does the percentage share that employees can benefit from. If profits are not increased, then no further allocation of funds is made to the PPT. That means you all have a shared stake in the success of the business.

A Peak Performance Trust is a “win/win for exiting owners who want the best for the business and to achieve the best sale price for their asset, and for their employees.” – LJ Hooker Franchise Manager

ESOP Suite of Support

We are very pleased to be releasing an entirely new suite of support tools for our Employee Share Ownership Plan (ESOP) service. This new resource facilitates employee share scheme implementation, maintenance and significantly enhances our Peak Performance Trust offering.

Discover the new resource

Case Study: A successful ESOP fuels Umwelt’s performance culture

Recently working with Environmental & Social Consultants, Umwelt, Succession Plus developed a tailored Employee Share Ownership Plan that worked for them and their employees. Watch our latest case study demonstrating how employee attitudes, actions and the overall business environment was positively impacted through ESOPs.

Umwelt ESOP Case Study.


Let’s Get Started

Book an obligation-free 30 minute appointment with a Succession Plus adviser to see how an Employee Share Ownership Plan (ESOP) can benefit your business. We have business advisers in Perth, Sydney, Melbourne, Adelaide, Canberra, Hobart and Brisbane. Get in touch today.

Get exit ready.

Earn 50,000 bonus Qantas Points for your business*

Be rewarded when you purchase and complete a Peak Performance Trust Employee Share Ownership Plan by 11.59pm on 30 March 2020 and your business will earn 50,000 bonus Qantas Points (*conditions apply).


Umwelt implemented a broad-based ESOP in mid-2017.

NPG Mining implemented ownership mindset in 2012 and 2013