ESOPs

For many business owners, an Employee Stock Ownership Plan (ESOP) is the answer. ESOPs are employee benefits plans that make employees the owners of stock in their company. An ESOP plan can deliver compelling tax advantages to both the selling shareholder and the company.

PCE's ESOP services include:

• Preliminary valuation,
• Feasibility analysis that provides a business owner a blueprint for executing an ESOP,.
• Financial modeling to assist in determining the best structure,
• Preparation of a detailed corporate profile to present to prospective lenders,
• Identification of the lenders best suited to fund an ESOP transaction, and
• Negotiation and structure of the business terms of the ESOP loan.

PCE has successfully executed "dual track" liquidity engagements in which the sale to a strategic buyer and an ESOP feasibility analysis are simultaneously pursued. This process allows the business owner to evaluate and compare the most attractive after-tax alternatives at the same time. Our experience suggests that this often creates the highest after-tax proceeds of any liquidity strategy.

WEBINARS

March 22, 2012 - The Return of the Staged ESOP

October 27, 2011 - What are the current options for raising capital for ESOPs?

July 15, 2010 - What are ESOPs? How Can they work for my company or my client?