Having the right game plan is key to executing a successful ESOP. During the ESOP feasibility study, our ESOP experts carefully consider the individual goals and objectives of each shareholder, as well as the specific facts and circumstances of your company.
This planning stage includes:
Our feasibility study, a thorough and effective process, enables us to give business owners a clear path forward to execute an ESOP that consistently satisfies your business objectives while setting the stage for an efficient transaction process.
The versatility of an ESOP provides many business owners a path to strategically exit your privately-owned company in a tax-advantaged transaction while providing a valuable benefit to your employees.
Our ESOP experts structure the transaction, negotiate value, and raise the necessary capital to complete the deal while always keeping your specific goals as the priority.
Managing the transaction is as much art as science. PCE dealmakers have the experience to efficiently move all parties through the transaction, making sure the deal is done correctly and closes on time. And when it comes to transaction management, our ESOP experts are as innovative as they are effective.
PCE has pioneered the successful “Dual Track” sales process, in which the sale to a strategic buyer or private-equity group and the sale to an ESOP are simultaneously pursued.
This process allows business owners to evaluate and compare the most attractive liquidity alternatives in real time.
The intersection of our Investment Banking and ESOP Advisory expertise is advising ESOP-owned companies.
PCE experts understand the different challenges that arise with transactions involving an ESOP and will ensure that transactions are structured and completed in a manner that satisfies your key business objectives.
The most successful ESOP-owned companies are those that actively manage and plan with their ESOP in mind.
Our ESOP advisors have the unique perspective of being fully engaged on ESOP transactions while having the firm perspective of the non-ESOP environment. We advise ESOP-owned companies on corporate finance and M&A matters while keeping the intricacies of the ESOP in mind.
Services to existing ESOP companies include:
In today’s business environment, corporate mergers, acquisitions, sales, financing and refinancing are subject to intense scrutiny by lenders, stockholders, regulators and the IRS.
ESOPs have the added regulation of the Department of Labor (DOL).
The opinion of an independent expert is critical for closing the transaction properly. Our professionals can help provide objective, independent Fairness & Solvency Opinions to ensure that you have the protection you need when executing your transaction.
PCE valuation and ESOP experts will:
The result is an opinion that will stand up in any courtroom or boardroom and put fiduciaries in a position to make the most effective business judgments.
Our valuation experts also have deep experience in providing annual valuation updates for ESOP-owned companies.
PCE's extensive involvement in ESOP transactions and third-party transactions give us the foundation to properly calculate fair market value for the trustees of the ESOP.
Find out more about valuing your business through the free eBook: "The Ultimate Guide to Valuations."
This e-Book breaks down the valuation methodologies in a straightforward format to help you understand the appraisal process and the reasons a valuation might be required.