ESOP Formation

The versatility of an ESOP provides many business owners a path to stragetically exit their privately-owned company in a tax-advantaged transaction while providing a valuable benefit to their employees.  Our ESOP experts structure the transaction, negotiate value and raise the necessary capital to complete the deal while always keeping the specific client goals as the priority.

Managing the transaction is as much art as science.  Our dealmakers have the experience to efficiently move all parties through the transaction, making sure the deal is done correctly and closes on time. And when it comes to transaction management, our ESOP experts are as innovative as they are effective. PCE has pioneered the successful “Dual Track” sales process, in which the sale to a strategic buyer or private-equity group and the sale to an ESOP are simultaneously pursued. This process allows business owners to evaluate and compare the most attractive liquidity alternatives in real time. Our experience suggests that the Dual Track approach often creates the highest proceeds of any liquidity strategy.

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Main Contact(s)
David Jasmund

Orlando Office
407-621-2111

Will Stewart

Orlando Office
407-621-2124

Eric Zaleski

Chicago Office
847-239-2466

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