The ins. The outs. The opportunities. We understand them all.
Employee Stock Ownership Plans (ESOPs) offer unique opportunities and present distinct challenges for business owners. Having installed and designed ESOPs for companies around the country, PCE can help you determine whether employee ownership is right for you and your business. And having completed more than $2 billion of ESOP transactions for privately held companies, we also understand how, when and why to sell any size company to an ESOP.
As privately held businesses mature and grow in value, the desire for, and prudence of, personal liquidity and diversification grows in importance to business owners. When much of one’s personal net worth is tied to a highly successful, yet illiquid business,…
“The team at PCE was vital to the successful implementation of the ESOP and we enjoyed working with them throughout the process.”
“After reviewing alternatives for the business, a sale to my employees through an ESOP was the obvious choice for us. I look forward to continuing to lead SDR with my employees as partners and appreciate all the help and leadership the PCE team provided in the ESOP transaction.”
“There are many structuring options when considering a purchase of shares by an ESOP and it was an asset to have PCE on board, due to their deep ESOP and corporate finance experience.”
“PCE was the central component in the entire process from education to structuring, liquidity options and leading the transaction. I look forward to continuing our relationship with the PCE team.”
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