Two people reviewing financial reports, charts, and calculator on a table

Sell-Side Advisory

Navigating the Path to Employee Ownership

The complexities and expense of moving through the ESOP process can detract from the benefits that an ESOP solution often creates for the potential selling shareholder and corporate management. In some cases, these difficulties can stymie a solid ESOP deal from ever happening or delay it for years to come. Therefore, there is a need to clarify the process of a potential ESOP transaction early in the process. Our ESOP Feasibility & Valuation Process is a rigorous analysis of the issues surrounding and relating to the overall plan of an ESOP, including projections, financing, organizational structure, costs, and other necessary details.

Education

Providing specific and relevant education tailored to selling shareholders and corporate management is crucial. For many, this marks their first transaction, making a clear understanding of the process essential.

Validation

Validating that an ESOP is the right solution to the selling shareholder's goals and objectives for the business.

Negotiation Process

Collaborating with the shareholders and corporate management on an ESOP strategy that guides the selling side through the negotiation process.

Models

Continuously utilizing Valuation & Feasibility Models throughout the planning process is key to a successful ESOP. Regular updates to these models ensure accurate predictions of the final ESOP terms.