Employee stock ownership plans, or “ESOPs”, come in all shapes and sizes. There is no definition of a company or an industry that makes a perfect candidate for an ESOP. However, naturally there are industries where an ESOP makes sense for both the business and the...
Transitioning ownership in a business is inevitable, but it can be a sensitive and emotional subject. Business owners invest immense time, capital, and effort into building their companies, which is why succession planning is often postponed—it can feel overwhelming...
Warrants are often packaged with seller subordinated notes as consideration for sellers to an ESOP. Due to the highly-leveraged nature of an ESOP transaction, the warrants have a very low value when they are issued and, as the company pays off the transaction debt and...
An ESOP can be an excellent exit option for business owners, but there are key characteristics that are generally required to make them a good fit.
For employees, ESOPs serve as both a retirement plan and an opportunity to share in the collective success of their company.
Business owners who are seeking to sell all or a part of their business have options available to them both inside and outside of their company.
The employee stock ownership plan (“ESOP”) community has weathered economic uncertainty in times past; however, the recency of COVID-19 has presented new challenges…
Business owners exploring exit planning options may have been introduced to the idea of selling some or all of their stock to an Employee Stock Ownership Plan (“ESOP”).
We serve clients by solving meaningful financial problems and guiding leaders to build exceptional businesses.
