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Taking Stock of the ESOP Option: 9 Ways to Assess if an ESOP Is Right for Your Company

Posted 1:05 PM by

“They say your employees are your greatest asset. They may also be the key to your retirement.”

There are many angles and factors to consider when determining if an Employee Stock Ownership Plan (ESOP) is a company’s best option. Many leaders understand their employees might be their best succession plan, but they can lack the detailed knowledge to begin the process of determining if an ESOP is a feasible choice.    

While A Beginner's Guide to ESOPs was designed to only scratch the surface, Taking Stock of the ESOP Option explores the nine factors to consider when determining if an ESOP is the right choice, including:

  • The Right Valuation between a company’s Fair Market Value and Strategic Value.
  • The Capability of Your Management Team to consider whether the group is strong enough to lead the company.
  • Tapping Unused Debt Capacity to explore all the dynamics that play into financing an ESOP transaction.

Download the latest guide

If you have any questions, or would like to discuss next steps, we encourage you to contact us for a no-obligation consultation.

About Mark
Mark Flinchum is the partner-in-charge of Katz, Sapper & Miller’s ESOP Services Group. Mark counsels clients on the unique opportunities and potential tax benefits of creating an ESOP, and provides guidance throughout the many stages of an ESOP transaction. Connect with him on LinkedIn.
 

About Andy
Andy Manchir is a director in Katz, Sapper & Miller's ESOP and Valuation Services Groups. Andy helps clients understand the value of their business and advises them on succession planning options, including ESOP, third-party sales, or family transitions. Connect with him on LinkedIn.

 

Rob Hilton

About Rob
Rob Hilton is a director in Katz, Sapper & Miller's ESOP and Valuation Services Groups. Rob guides business owners through many types of transitions, including Employee Stock Ownership Plans, gift and estate planning, buy-sell agreements, and mergers and acquisitions. Connect with him on LinkedIn.

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