Financing and Lender Services

ESOP Strategies offers a variety of services to assess your goals and successfully assist you in obtaining financing for the ESOP transaction.

An integral piece of the financial modeling is the ESOP valuation. In addition to providing a preliminary and nonbinding estimate of value, ESOP Strategies will work with you in the selection of a competent and independent ESOP valuation firm to conduct an actual business valuation for the transaction.

ESOP Strategies works closely with its clients to determine the most appropriate financing structure. We understand that every transaction is different and therefore requires a unique solution tailored to the needs of the ESOP, the company, and the goals of management.

ESOP Strategies can provide a variety of services to enable the client to assess and successfully obtain financing for the ESOP transaction. We utilize a wide range of capital strategies to structure the most advantageous transaction possible. A few of the services that we can provide include the preparation of a confidential financing memorandum that outlines the proposed transaction and financing structure, the negotiation and comparison of financing proposals, and the structuring of the ESOP financing. Our experience and diverse network of ESOP lending professionals provides us with the ability to meet the needs of the ESOP, the company, and management.

After we prepare an ESOP Feasibility Study and Report, we often convert this report into a “deal book” and distribute it to various prospective Bank lenders in a competitive RFP process. Banks provide expressions of interest, and the most attractive loan proposal is selected for the deal. Even if the company ends up using its historic lender, it has the knowledge that its lender’s proposal was competitive against a field of other potential lenders.