Feasibility Studies

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 the company. This planning stage includes:

  • Preliminary valuation range for the Company
  • Analysis utilizing numerous applications and combinations of ESOP tax benefit
  • Financial modeling to determine the optimal financing and entity structure for the ESOP Transaction
  • Cooperative process including all stakeholders to ensure an ESOP Transaction structure that addresses all shareholder goals

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 their business objectives while setting the stage for an efficient transaction process.

Featured Article

When Emotional Capital Is Your Greatest Investment: Consider the ESOP

Often business owners who are interested in bringing liquidity to their holdings seek only a sale to disinterested third parties. And that frequently works out just fine for both the buyer and seller. But sometimes the personal emotional strings attached…

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Main Contact(s)

David Jasmund

Orlando Office


Will Stewart

Orlando Office


Eric Zaleski

Chicago Office


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