Employee Ownership
ESOP Feasibility
Evaluate Your Options. Maximize Benefits. Plan with Confidence.
We specialize in ESOP feasibility studies, helping business owners assess whether employee ownership is the right path. Our expert analysis covers valuation, tax advantages, and transaction structure, ensuring a well-informed decision.
Empower your future with a feasibility study
Having the right game plan is key to executing a successful ESOP. We’ll deliver the playbook to put your strategies on track. First, our ESOP experts will consider the objectives of each shareholder. They’ll look at the specific circumstances of your company. Then they’ll draw up a full, detailed analysis to put you on the right path.
Our thorough process gives you the definitive answers you’re looking for, as well as an actionable plan to take you to the next step.
We deliver an in-depth analysis
Our comprehensive ESOP planning covers all the bases. We start with conversation, in which we learn about your situation and outline different strategies to explore, to determine whether an ESOP strategy is right for you. Then we conduct preliminary valuations, analyze tax benefits, and work through the tricky financial modeling to ascertain the optimal transaction structure. It’s a fully cooperative and transparent process, involving all stakeholders. The result? An ESOP transaction plan that addresses all stakeholder and company goals.
Testimonials
What our clients say
The team at PCE was vital to the successful implementation of the ESOP and we enjoyed working with them throughout the process.”
- Jack Olmstead
- Tri-City Electrical
President
What a great experience we had working with PCE. They were completely responsive to our needs and were always two steps ahead, leading us expertly through a very complicated process. PCE helped to take a lot of the pressure off of our decision-making. I can’t imagine having done this without them.”
- Dennis Buhring
- Physician Associates
CEO
PCE ran a great process that provided an optimal outcome for me and my team. I greatly appreciate all of their hard work. My goals for the sale of the company my family built have been surpassed.”
- Douglas Zak
- Zak Incorporated
President
PCE has been a trusted advisor formally and informally over the years. I appreciate their guidance throughout this process.”
- Delynn Burkhalter
- Burkhalter
President & CEO
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