ESOP Feasibility

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.

Confidential Feasibility Questionnaire

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