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
Can Your ESOP Be Too Successful?
For most employee stock ownership plan (“ESOP”) companies, increasing the value of the business is an obvious objective. Whether it comes from strong revenue growth, expanding margins, paying down transaction debt, or simply consistent cash flow generation, all of...
ESOP: The Exit Option for Physician Control Over Patient Care
Private medical practices face growing pressure to sell out. Partners are finding younger physicians unwilling or unable to take on the burden of buying them out. As hospital systems have slowed practice acquisitions, private equity has been aggressively filling the...
ESOPs for Professional Service Firms
For over 150 years, the dominant model of ownership for professional service firms had been the partnership. It had a good run, but its time has passed. For accountants, lawyers, architects, engineers, investment bankers, and countless niche professionals, even...
Want To Learn More About an ESOP?
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