EMPLOYEE STOCK OWNERSHIP PLANS
(ESOP)

The ideal profile for an ESOP client is:

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Owners looking to sell all or a portion of their business equity

Qualifying payroll of $1,000,000 or greater

Adjusted / Normalized EBITDA of $1,000,000 or greater

$5,000,000 or more in business equity value

20+ employees (S Corp) 5+ employees (C Corp)

EMPLOYEE STOCK OWNERSHIP PLAN PROCESS
(Typically 6-9 months)

Design & Valuation Analysis (60-90 days):

 

  • Review of corporate financials 

  • Determine shareholder goals & objectives

  • Business valuation conducted

  • Design of ESOP strategies

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Implementation & Post-Closing Activities:

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  • Coordinate and negotiate plan and trust documentation

  • Certify placement and coordination of stock sale

  • Assist with rollout presentation of ESOP plan to employees

  • Finalize ESOP transition plan with all concerned parties including the company, legacy shareholders, and employees.

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