ESOP

The ins. The outs. The opportunities. We understand them all.

Employee Stock Ownership Plans (ESOPs) offer unique opportunities and present distinct challenges for business owners. Having installed and designed ESOPs for companies around the country, PCE can help you determine whether employee ownership is right for you and your business. And having completed more than $2 billion of ESOP transactions for privately held companies, we also understand how, when and why to sell any size company to an ESOP.

Partial ESOP Sale: The Triple Threat Liquidity Strategy

As privately held businesses mature and grow in value, the desire for, and prudence of, personal liquidity and diversification grows in importance to business owners.  When much of one’s personal net worth is tied to a highly successful, yet illiquid business,…

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Main Contact(s)

David Jasmund

Orlando Office

407-621-2111

Will Stewart

Orlando Office

407-621-2124

Eric Zaleski

Chicago Office

847-239-2466

Ready to talk?

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