Employee Ownership
ESOP Formation
Unlock Liquidity. Keep Control. Preserve Your Legacy.
With an ESOP, you can achieve a full or partial exit on your terms—while retaining leadership, gaining significant tax advantages, and rewarding your employees. PCE structures ESOPs that work for owners like you.
Seamless ESOP Guidance
Privately held companies increasingly turn to employee stock ownership plans (ESOPs) to ensure a rewarding business sale and address succession concerns.
Leading Your ESOP Formation Process
Our investment bankers lead you through the ESOP process, coordinating all parties and providing continuous support. We offer financial advice on value, capital markets, and liquidity options.
Expertise in ESOP Transactions
As leaders in ESOP advisory, we design and implement ESOPs of all sizes across various industries nationwide. Our innovative and effective approach ensures top-notch expertise.
Tailored and Comprehensive ESOP Solutions
We start with a conversation to understand your situation, followed by a feasibility study, preliminary valuations, and tax benefit analysis. We then implement your ESOP plan, maximizing the transaction to meet your unique goals. This results in an actionable plan that aligns with all stakeholder objectives.
The Dual-Track Option
Unsure whether you should pursue an ESOP or a traditional M&A transaction?
We believe you should explore all viable options, which is why PCE pioneered the Dual-Track sales process. This process involves simultaneously pursuing a sale to a third-party buyer (a strategic buyer or private equity group) and a sale to an ESOP. This process allows you to evaluate and compare the most attractive liquidity alternatives that meet your goals.
Ready to Learn More About ESOPs?
Continue below, to our ESOP Implementation Guide.
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