Will it work for me?

The very first step in an ESOP transaction is evaluating the feasibility of an ESOP.

 

By performing a confidential feasibility analysis, we'll determine if an ESOP is an appropriate fit for your company. Some of the factors that we'll take into consideration are:

• Age of the owner(s)
• Likely liquidity options
• Client profitability
• Borrowing capacity
• Size

ESOPs are excellent tools to create liquidity, accomplish business succession and stimulate employee productivity. However, ESOPs are complex and assessing their feasibility entails careful analysis of your company by a professional knowledgeable in Employee Stock Ownership Plans.

 

Contact us today to learn more and to have us perform a feasibility study or click here to be redirected to the feasibility questionnaire found in the "Client Services" section of this website.