Experts in
ESOP
We Help Build Great ESOPs
Together, with our partners at Pilot Hill Advisors, we help companies and trustees implement and maintain a great Employee Stock Ownership Plan (ESOP).
We walk alongside trustees for the entirety of the ESOP’s life, supporting them every step of the way. We advise trustees during implementation with expert valuation, financial analysis, and transaction opinions, and we continue to support trustees with annual valuations, transaction analysis, and—eventually—company sale support.
We also help business owners and leadership teams explore and implement ESOPs with feasibility analysis and implementation execution. We continue to support these clients after the transaction with a variety of executive and board-level advisory services to help the company thrive throughout the life of its employee ownership.
Company & Owner ESOP
Services
- Ownership planning & exploration
- ESOP feasibility analysis
- ESOP implementation
Trustee ESOP
Services
- Fairness opinions for ESOP implementation
- Stock valuations for annual administration
- Fairness opinions for plan termination and ESOP company sales
- Adequate consideration opinions for ESOP transactions
- Financial advisory services to trustees for company acquisitions and other transactions
Related Insights
ESOP
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Manufacturing Wealth to Retire Comfortably
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...
ESOPs: An Alternative Exit Strategy for Business Owners
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...
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