Advice

Empower your future with a feasibility study

Having the right game plan is key to executing a successful ESOP. We’ll deliver the playbook to put your strategies on track. First, our ESOP experts will consider the objectives of each shareholder. They’ll look at the specific circumstances of your company. Then they’ll draw up a full, detailed analysis to put you on the right path.

Our thorough process gives you the definitive answers you’re looking for, as well as an actionable plan to take you to the next step. 

Employee

We deliver an in-depth analysis

Our comprehensive ESOP planning covers all the bases. We start with conversation, in which we learn about your situation and outline different strategies to explore, to determine whether an ESOP strategy is right for you. Then we conduct preliminary valuations, analyze tax benefits, and work through the tricky financial modeling to ascertain the optimal transaction structure. It’s a fully cooperative and transparent process, involving all stakeholders. The result? An ESOP transaction plan that addresses all stakeholder and company goals.

 

ESOP Feasibility Resources

Unlock the potential of Employee Stock Ownership Plans (ESOPs) with our comprehensive guide on feasibility. Explore whether an ESOP is the right fit for your company and understand the critical steps involved in evaluating its viability.

Understanding ESOPs

How an ESOP Works

By Will Stewart
15 August, 2018

What Is an ESOP?

By Will Stewart
24 August, 2020

Evaluating ESOP Options

Financial and Tax Implications

ESOP Tax Incentives for Selling Shareholders

By Will Stewart
04 September, 2024

ESOP Tax Advantages

By Will Stewart
11 September, 2018

Additional Resources

Take the next step

Complete the form below, and we’ll contact you to discuss your business goals and aspirations.

Resource Center

Explore our archive of market-leading information and intelligence.

an image