Prioritizing client education to empower decision makers throughout their transaction

What Is an ESOP?

Watch time: 6 minutes

An employee stock ownership plan (ESOP) is both a retirement benefit plan for employees and a tax-advantaged way for business owners to sell all or part of a business. More specifically, for the employee, an ESOP is much like a 401(k) plan because it is a defined contribution plan sanctioned under ERISA.

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OEOC - 34th Annual Conference

When: August 20, 2020 8:30 - 3:30

Where: Virtual

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ESOP Transaction Process

Watch time: 9 minutes

The purpose of the ESOP transaction process is to analyze the needs of the shareholders, the company, and the employees to create an ESOP that meets the desires of all parties. The ESOP transaction process is broken into two phases for the shareholders: 1.) Discovery and 2.) Implementation.

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Business Advisors Guide to ESOPs

Watch time: 18 minutes

In this video we explain why CPA's, attorneys and wealth managers should offer this dynamic succession strategy to their clients. More specifically, we discuss what an ESOP is, what kind of companies are best suited to an ESOP structure, and the role of various advisors in the ESOP transaction process, both before and post transaction.

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Structuring an Optimal ESOP

One of the many benefits of an employee stock ownership plan (ESOP) is that it is an incredibly flexible transaction structure. This flexibility allows for meaningful wealth diversification for the business owners and provides significant long-term benefits for employees, thus helping the company attract and retain key talent.

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Partial ESOP: Triple Play Liquidity Option

A Home Run for Shareholders, Businesses and Employees

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, the owner is often faced with the question “How can I personally diversify yet continue to run my company successfully and provide meaningful benefits to my employees?”

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An ESOP Feasibility Study: Your First Step to a Successful ESOP

You’ve heard about Employee Stock Ownership Plans (ESOPs) and know they offer a succession strategy for your company that provides you with liquidity and gives your employees a foundation for the future. What’s the next step for exploring this option?

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The Role of an ESOP Trustee, and How to Choose One

“An ESOP trustee is going to fire me!”

“An ESOP trustee will vote me off the board!”

“An ESOP trustee is planning to take over my company!"

Dramatic misconceptions of ESOP trustees and their role are common during the process of structuring an employee stock ownership plan (ESOP). The truth is, it takes an experienced group of professionals to close an ESOP transaction the right way, and an ESOP trustee is a vital member of that team. Choosing a qualified ESOP trustee must begin with trust, and trust begins with understanding. With that in mind, please review the information below to learn more about ESOP trustees—and about why (and how) your company should choose wisely.

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Considerations for Your Distressed ESOP

While ESOP companies are often better able to withstand economic recessions, they have the same exposure to financial crises that any other company has, and may have added complexities when dealing with specific circumstances. Whether you are a newly formed ESOP or a mature ESOP will determine what additional topics to address.

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Is a Partial ESOP a Panacea in This Pandemic?

The COVID-19 pandemic has gifted most business owners and their employees with an unfortunate shared experience: worry over the state of their personal finances, and concern about threats to the very survival of the company they either own or owe their livelihood to. This, plus anxiety about personal health, can consume one’s time and have a paralyzing impact on day-to-day activities.

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David Jasmund

 

David Jasmund

Investment Banking | ESOP

Orlando Office

407-621-2111 (direct)

djasmund@pcecompanies.com

Connect
407-621-2111 (direct)

407-621-2199 (fax)

Eric Zaleski

 

Eric Zaleski

Investment Banking | ESOP

Chicago Office

847-239-2466 (direct)

ezaleski@pcecompanies.com

Connect
847-239-2466 (direct)

407-621-2199 (fax)

Melissa Ritter

 

Melissa Ritter

Investment Banking

Orlando Office

407-621-2128 (direct)

mritter@pcecompanies.com

Connect
407-621-2128 (direct)

407-621-2199 (fax)

Michael Rosendahl

 

Michael Rosendahl

Investment Banking

New York Office

201-444-6280 Ext 1 (direct)

mrosendahl@pcecompanies.com

Connect
201-444-6280 Ext 1 (direct)

407-621-2199 (fax)

Will Stewart

 

Will Stewart

Investment Banking | ESOP

Orlando Office

407-621-2124 (direct)

wstewart@pcecompanies.com

Connect
407-621-2124 (direct)

407-621-2199 (fax)

whitcomb-woody

 

Woody Whitcomb

Investment Banking

Orlando Office

407-621-2113 (direct)

wwhitcomb@pcecompanies.com

Connect
407-621-2113 (direct)

407-621-2199 (fax)

poole_michael

 

Michael Poole

Investment Banking

Orlando Office

407-621-2112 (direct)

mpoole@pcecompanies.com

Connect
407-621-2112 (direct)

407-621-2199 (fax)

vogt-paul

 

Paul Vogt

Valuation

Atlanta Office

678-641-4760 (direct)

pvogt@pcecompanies.com

Connect
678-641-4760 (direct)

407-621-2199 (fax)

Mackenzie Moran

 

Mackenzie Moran

Investment Banking

New York Office

201-444-6280 Ext 3 (direct)

mmoran@pcecompanies.com

Connect
201-444-6280 Ext 3 (direct)

407-621-2199 (fax)

Isabel Carta

 

Isabel Carta

Investment Banking

Orlando Office

407-621-2149 (direct)

icarta@pcecompanies.com

Connect
407-621-2149 (direct)

407-621-2199 (fax)

Philipp Seubert

 

Philipp Seubert

Investment Banking

New York Office

201-444-6280 Ext 4 (direct)

pseubert@pcecompanies.com

Connect
201-444-6280 Ext 4 (direct)

407-621-2199 (fax)

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