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From Ideas to Action: A Guide to Understanding an ESOP Feasibility Study


When business owners retire or sell, they have several options for how to handle the ownership transition. A good choice for many companies is an Employee Stock Ownership Plan, or ESOP, which can provide value and security to employees, help maintain the company’s legacy, and offer new opportunities for management.

Before committing to this unique business structure, an ESOP feasibility study is critical to help determine the pros and cons of an ESOP. The process is detailed in our whitepaper From Ideas to Action: A Guide to Understanding an ESOP Feasibility Study. Our guide includes information about:

  • Components of a feasibility study
  • How the study works
  • Interpreting data
  • Benefits of conducting the study

Business owners only have one chance to sell their company. For many, an ESOP is the best decision and a feasibility study can help confirm this with data and detailed analysis. Learn more about ESOP feasibility studies by downloading our whitepaper.

About the Authors

Mark Flinchum, CPA

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.

Andy Manchir, ASA, CMA, CEPA

Andy Manchir is a director in Katz, Sapper & Miller’s Valuation and ESOP Services Groups. Andy provides valuation and business advisory services for various purposes, with a particular emphasis on ESOP services.

Justin Hayes, CPA, CGMA

Justin Hayes is a director in Katz, Sapper & Miller’s Audit and Assurance and ESOP Services Groups. Justin works with clients to help ensure accurate financial reporting, keeping an eye on their bottom line, and helping them avoid risk and maximize efficiencies.

About KSM's ESOP Services Group
Katz, Sapper & Miller appreciates the unique opportunities and responsibilities that many ESOPs face. Implementing our own ESOP in 2001 has better prepared us to serve as business, tax, accounting, and valuation advisors to employee-owned companies in a variety of industries. We offer in-depth knowledge, experience, and resources to help manage an ESOP’s many moving parts, protect assets, and provide innovative ideas and guidance to navigate this complex plan structure.

Whitepaper

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