Personalized Strategies
We offer proactive assistance throughout the duration of the transaction & beyond – from company feasibility & valuation to team selection to solution architecture and ending with closing & beyond; all to maximize benefit to every stakeholder. Not so much directing, but guiding you through the process, customizing governance and a unique, long-term business development strategy that you feel is ideal for your team. Our experience building businesses in the US, Europe & Asia, selling to private equity, and creating our own ESOP will help you navigate the complexities of successful succession strategies and contribute to a lasting legacy.
Feasibility &
Valuation
This is where we listen closely to discover who you are and what your exit strategy goals look like. We also do preliminary feasibility to make sure your company is a good fit for an ESOP.
- We will go over different options including how quickly you want to be paid, if you want to stay on with the company, any leverage options you would like, etc.
- Looking at your financials for the last 3 years, we will be able to create a 5-year proforma to help determine a potential valuation of your business and also determine if an ESOP is feasible.
- We discuss potential tax advantages that might be available upon exiting.
- We determine, if needed, potential ways to increase valuation through changes in business practices.
This is where we listen closely to discover who you are and what your exit strategy goals look like. We also do preliminary feasibility to make sure your company is a good fit for an ESOP.
- We will go over different options including how quickly you want to be paid, if you want to stay on with the company, any leverage options you would like, etc.
- Looking at your financials for the last 3 years, we will be able to create a 5-year proforma to help determine a potential valuation of your business and also determine if an ESOP is feasible.
- We discuss potential tax advantages that might be available upon exiting.
- We determine, if needed, potential ways to increase valuation through changes in business practices.
Team Selection
& Direction
This is where we search and interview for the perfect transaction team to help make the ESOP process as smooth and efficient as possible. Once we've built the team, we'll find the appropriate communication mix to engage, manage, and follow-up with each team member allowing for total transparency throughout the process.
- We will assist in finding and interviewing candidates for each transaction team role, including the independent trustee, independent valuation firm, ESOP attorney, lender (if applicable), etc.
- We will help provide direction for the transaction team to maintain momentum throughout the process and beyond.
This is where we search and interview for the perfect transaction team to help make the ESOP process as smooth and efficient as possible. Once we've built the team, we'll find the appropriate communication mix to engage, manage, and follow-up with each team member allowing for total transparency throughout the process.
- We will assist in finding and interviewing candidates for each transaction team role, including the independent trustee, independent valuation firm, ESOP attorney, lender (if applicable), etc.
- We will help provide direction for the transaction team to maintain momentum throughout the process and beyond.
Solution
Architecture
This is where we design and develop the perfect ESOP transition plan, architecting a solution to maximize the benefit for all stakeholders.
- We will address any possible regulatory and/or creditor obligations.
- We will be a second set of eyes to review and help negotiate with the independent trustee on valuation and ongoing governance.
- We source and analyze leverage options for a quicker payout and analyze possible tax advantages for the seller and company.
- Complete the ESOP transaction.
This is where we design and develop the perfect ESOP transition plan, architecting a solution to maximize the benefit for all stakeholders.
- We will address any possible regulatory and/or creditor obligations.
- We will be a second set of eyes to review and help negotiate with the independent trustee on valuation and ongoing governance.
- We source and analyze leverage options for a quicker payout and analyze possible tax advantages for the seller and company.
- Complete the ESOP transaction.
Transaction Close
& Beyond
This is where we help with the transition once the ESOP process has been completed, holding hands where necessary during the first few months to build an ownership culture that encourages positive contribution and fosters buy-in.
- We share the best practices of communication to leadership, line-level employees, vendors, strategic partners, and the larger community.
- We coach the succession leadership and oversee employee buy-in to ensure long-term success.
This is where we help with the transition once the ESOP process has been completed, holding hands where necessary during the first few months to build an ownership culture that encourages positive contribution and fosters buy-in.
- We share the best practices of communication to leadership, line-level employees, vendors, strategic partners, and the larger community.
- We coach the succession leadership and oversee employee buy-in to ensure long-term success.
