The Growth Employee Share Ownership Plan

For Growth, Employee Attraction & Retention

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Grow faster with an ESOP designed to motivate your employees.

Retain & attract employees by tying their financial success with the business.

Hassle-free, sit back and relax. Let us take care of the entire process for you.

The Growth ESOP by ESOP Pal

Who is it for?

Tailored for Australian businesses looking to motivate their employees and grow faster!

+5 Employees, Listed & Unlisted

$2,000,000+ Revenue

Growth, Retention & Motivation

Established businesses, both listed and unlisted, with 5 or more employees, including those not yet profitable.

Enterprises generating over $2,000,000 in revenue, aiming to align their employees' success with the business's success.

SMEs and small-cap ASX companies striving for growth and looking to motivate and retain employees over the long term.

That's me! I'm interested!

What are the benefits?

The Growth ESOP by ESOP Pal has many benefits but here are 3 major ones!

Benefit 1 Image
Growth & Motivation

  • Growth: To earn shares, both employees and the business must meet their KPIs.

  • Motivation: The Growth ESOP aligns your employees' financial success with that of the business.
Benefit 2 Image
Employee Attraction & Retention

  • Ownership Incentives: Employees earn shares that appreciate with the company, incentivizing long-term commitment.

  • Golden Handcuffs: The Growth ESOP introduces a beneficial constraint that rewards loyalty and deters turnover.
Benefit 3 Image
Employee Owners

  • Empowerment through Education: The Growth ESOP is a journey, not just a transaction, enhancing skills for business continuity.

  • Focus on Passion: Free yourself from operational demands to concentrate on what you love about your business.
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How Does The Growth ESOP Work?

The Growth ESOP by ESOP Pal allows you to grow your business while retaining & motivating your best employees

The Growth ESOP by ESOP Pal leverages the tax-deferred Employee Share Scheme (ESS) to benefit both the company and its employees.

Choose from three equity vehicles: options, rights, and salary sacrifice shares, each designed to suit different business needs and goals.

Equity Vehicles Diagram

Shares for purchases, vesting, and exercises can originate from the company, investors, or new issuances, securely managed in a trust for added protection.

Share Origin Diagram

Using Options & Rights:

We devise a fair allocation calculation for options/rights based on robust criteria, aiming for consistency over at least a three-year period to ensure equity and transparency.

Options and Rights Allocation Diagram

Share your business goals with us, and together, we'll set relevant KPIs that will serve as vesting conditions, recommending a timeline of at least three years to assess target achievements.

KPI Setting Diagram

Options/rights are allocated to employees. Upon meeting the vesting conditions: They may then choose to exercise options to purchase shares, or, in the case of rights, receive shares automatically at no cost.

Vesting Conditions Diagram

The cost of shares, minus any contributions by employees exercising options, is covered by the company (with an Employee Share Trust this is known as a "round robin"). All shares are placed into a trust and managed on behalf of the employees, offering extra security and simplifying the share registry.

Share Trust Diagram

Using Salary Sacrifice Shares:

Employees can allocate up to $5,000 of their pre-tax salary to purchase company shares, which are then tax-deferred and trade-restricted for up to 15 years but ultimately owned by the employee.

Salary Sacrifice Shares Diagram

Once trading restrictions lift or employment ends, shares become tradable, with trading in unlisted companies subject to trust approval.

Trading Restrictions Diagram

This overview simplifies the workings of the Growth ESOP by ESOP Pal. For a more detailed explanation, click the button below.

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Got Questions?

Explore our FAQs on the Pal ESOP below.

The Growth ESOP by ESOP Pal is crafted for cost efficiency, ensuring you don't face the steep fees common in the industry.

Forget about the $60,000 price tag. And don't even think about $30,000.

Our Growth ESOP comes at a transparent, fixed fee of $24,999 + GST. Experience unparalleled value without the premium cost!

The Growth ESOP package is comprehensive, designed for easy implementation and to enlighten your team. Here's what you get:

  1. An in-depth valuation necessary for offering equity to employees, valued at $12,999.
  2. Comprehensive drafting of the share plan, trust deed rules, and the offer letter, valued at $11,599.
  3. KPI analysis for vesting conditions to ensure you target the right metrics to movitvate your employees the right way, valued at $15,999
  4. An educational session on equity and the advantages of employee ownership, valued at $8,999.
  5. An online offer detailing the equity offered, including a plan handbook for employee reference at any time, valued at $6,399.
  6. Various cheat sheets for owners, accountants, and other stakeholders to demystify complex aspects, valued at $7,999.
  7. An employee financial understanding survey, valued at $2,999.
  8. A session on financial literacy, enabling employees to understand financial statements and their impact, valued at $8,999.
  9. An option to purchase ongoing ESOP administration at a discounted rate. This includes tax reporting, vesting tracking, managing future employee offers, and employee sessions, plus access to an equity professional for both you and your employees.

The total estimated value of these services is approximately $75,992!

All available for a fixed fee of $24,999 + GST.

While the Growth ESOP is priced at $24,999 + GST, significantly below its estimated value of $75,992, you might wonder how we manage this. The answer lies in our commitment to long-term partnerships rather than immediate profits.

Our primary focus isn't on the initial setup fee; instead, we derive our success from the ongoing management of ESOP plans. This approach allows us to invest in our relationship with your business, ensuring we're there to support you and your employees over the long haul.

We see the implementation of Employee Share Ownership Plans (ESOPs) as the beginning of a journey. Through ongoing administrative services, we're able to offer continued support, whether it's helping employees understand their equity, providing assistance with accounting, managing ESS tax reporting, or offering refresher sessions on financial literacy. We're also equipped to create custom surveys to gauge employee perceptions of the business and the ESOP.

This long-term partnership model allows us to make the initial setup of ESOPs accessible while ensuring we can offer valuable, ongoing support to you and your employees for as long as you have an ESOP.

Ideal for Australian SMEs & Small Cap ASX Companies, the Growth ESOP by ESOP Pal fits:

  • Australian SMEs
  • ASX Listed Small Caps
  • Revenue above $2,000,000
  • For those who want to promote growth of their business
  • For those who want to attract, retain & motivate employees

Absolutely! The Growth ESOP is versatile:

Designed for growth but it's equally effective for targeting other areas in the business in need of improvment.

It's a powerful tool to reward dedication, promote growth, and enhance retention and sustainability within your company.

We offer tailored solutions for various company stages and goals. While custom plans are available, consider our specialized plans for a more immediate fit:

More Questions? Schedule a call with us!