Advantages of Employee Ownership
Sell-Side Advisory
Navigating the Path to Employee Ownership
The complexities and expense of moving through the ESOP process can detract from the benefits that an ESOP solution often creates for the potential selling shareholder and corporate management. In some cases, these difficulties can stymie a solid ESOP deal from ever happening or delay it for years to come. Therefore, there is a need to clarify the process of a potential ESOP transaction early on in the process. Our ESOP Feasibility & Valuation Process is a rigorous analysis of the issues surrounding and relating to the overall plan of an ESOP, including projections, financing, organizational structure, costs, and other necessary details.
Education
Education on specific and relevant details that are essential to a selling shareholder(s) and corporate management. The reality for most is that this is their first ever transaction.
Negotiation Process
Collaborate with the selling shareholders and corporate management on an ESOP strategy that guides the selling side through the negotiation process.
Validation
Validating that the ESOP is the right solution to the selling shareholder(s) goals and objectives he or she has for the business.
Models
Leverage the Valuation & Feasibility Models throughout ongoing planning for a successful ESOP Process. The client can continually update the models to more accurately predict the final terms of the ESOP.
When we say experts, we mean experts.
Below is a list of accredited affiliations and associations our audit team work with on a regular basis.
