The members of the ESOP Strategies team will work with you and your company to develop a smooth transition from a privately held company format to the employee stock ownership form of administration and ownership.
We will conduct an initial study to determine the feasibility of establishing an ESOP for the benefit of you and your employees and pinpoint any barriers to the creation of the ESOP.
If an ESOP proves to be the proper business format for your company, ESOP Strategies will provide financial and business consulting with respect to the design of the ESOP stock purchase transaction and prepare the documentation required to successfully transition your company. ESOP Strategies will assist in implementing the ESOP plan and trust, ESOP stock purchase transaction, and related financing.
If an ESOP is not the proper business format for your company, ESOP Strategies will develop alternative solutions that may be more appropriate for your situation.
Our goal at ESOP Strategies is to provide a timely and cost-effective solution to achieving your business goals. We will work with you, the business owner, the company, and the shareholders to develop a game plan and deal structure that is acceptable to all parties involved in the transaction, thus providing a smooth transition to the ESOP form of ownership.
Your employees helped you get where you are today. Have you thought about how you can reward them for their past efforts and motivate their future behavior by passing ownership and responsibility to them? Find out how to make it happen.
You have made most of the big decisions along the way in growing your business. Have you groomed a successor(s) to take over the business? It’s never too early to start thinking about the next stage. Proper succession planning begins years in advance to create a smooth transition and minimize disruptions. Haven’t considered it yet? Maybe now is the time. Let us help you identify the key players in your organization, and place them in effective governance structures to maximize their chances for future success.
Have you envisioned your life after your business? Or, perhaps, you might have thought that exiting your business is not a possibility. A significant portion of your wealth—and funds for retirement—is likely tied to the equity in your company; however, extracting that equity can seem complicated. We can walk you through all of the personal and business considerations so that you can make an informed decision about a comprehensive exit strategy that will smoothly and efficiently transition you into the next chapter of your life as well as your business.
Do you know how financial analysts, investment bankers, strategic buyers and other valuation experts would value your business? We can help you get a realistic understanding of the process used by industry professionals to determine stockholder value by providing a preliminary valuation of your company through our ESOP Feasibility services. This gives you a rough approximation of your company’s current value. From there, you can decide what to do next.
