Advice

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.

Employee Ownership

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.

 

Welcome to the ESOP Implementation Guide

This comprehensive guide is your roadmap to a successful implementation. Here, you'll find the essential steps, detailed explanations, and expert advice you need to navigate the entire process – from initial planning to launch.

Get Grounded in ESOP Formation

Structuring the Right ESOP for Your Company

Execute with the Right Advisors and Tools

Drafting Your ESOP Quarterback

By Kyle Wishing
08 March, 2023

Financing Your Sale to an ESOP

By Eric Zaleski
29 September, 2020

ESOP Transaction Process

By Eric Zaleski
29 July, 2020

Talk to an ESOP Expert

Complete the form below, and we’ll contact you to discuss your business goals and aspirations.

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