ESOP Formation

The versatility of an ESOP provides many business owners a path to stragetically exit their privately-owned company in a tax-advantaged transaction while providing a valuable benefit to their employees.  Our ESOP experts structure the transaction, negotiate value and raise the necessary capital to complete the deal while always keeping the specific client goals as the priority.

Managing the transaction is as much art as science.  Our 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. Our experience suggests that the Dual Track approach often creates the highest proceeds of any liquidity strategy.

Featured Article

A Dual Track Sales Strategy

One of the toughest questions a business owner will ultimately face is when to sell the company. But once that decision is made, a host of other questions arise: How do I ensure I get the best value for my…

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Main Contact(s)

David Jasmund

Orlando Office


Will Stewart

Orlando Office


Eric Zaleski

Chicago Office


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