Laying a strong foundation is key to structuring a successful ESOP. During the ESOP feasibility study, our ESOP experts carefully consider the individual goals and objectives of each shareholder, as well as the specific facts and circumstances of the company. This planning stage includes:
- Preliminary valuation range for the Company
- Analysis utilizing numerous applications and combinations of ESOP tax shields
- Financial modeling to determine the optimal financing and entity structure for the ESOP Transaction
- Cooperative process including all stakeholders to ensure an ESOP Transaction structure that addresses all shareholder goals
A feasibility study, a thorough and effective process, enables us to give business owners a blueprint for executing an ESOP that consistently satisfies their business objectives while setting the stage for an efficient transaction process.