ESOP

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.

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Tri-City Electreical

“The team at PCE was vital to the successful implementation of the ESOP and we enjoyed working with them throughout the process.”

Jack Olmstead, President
Tri-City Electrical
SDR Trucking

“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.”

Dan Horvath, Owner
SDR Trucking, LLC
Wawa

“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.”

Jay Culotta, Wawa Treasurer
Wawa
Level 10

“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.”

John Pruban, President & CEO
Level 10
Main Contact(s)
David Jasmund

Orlando Office
407-621-2111

Will Stewart

Orlando Office
407-621-2124

Eric Zaleski

Chicago Office
847-239-2466

Ready to talk?

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