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ESOP Advisory

Secure Your Legacy &

Capitalize on Your Success

Selling your business to an Employee Stock Ownership Plan (ESOP) is an attractive alternative transition strategy that offers many benefits over a traditional M&A transaction.

When structured properly, ESOP’s can create tremendous value for you and your employees, including substantial personal liquidity at closing, reduced tax liability and elimination of personal liability, financial incentives for your employees that ensure business continuity and lead to increased productivity and employee retention, long-term preservation of your brand and formalization of your professional legacy.

ESOPs also allow you to keep certain information confidential that otherwise would be disclosed when marketing the company for sale.

Who Should Consider
an ESOP?

Owners who fit one of these criteria may benefit from creating an ESOP and selling to their employees.

  • You’re ready to retire and transition the business while ensuring business continuity
  • You’d like to reduce your personal liability in the business but retain a role within the company
  • You want to reduce your tax liability when selling your company
  • You want to reward your employees for their contributions
  • You want to incentive employees for continuing to grow the business
  • You want to take advantage of potential increases in future ESOP valuations

BENEFITS OF AN ESOP

Personal Liquidity

Employee Recognition

Job Retention

Ownership Flexibility

Tax Efficiency

Increased Productivity

Legacy Protection

How Vision Point Capital
Can Help

Every year, Vision Point Capital helps companies nationwide with their ESOP needs, including the following:

Get Started with Vision Point Capital

Initial
Transactions

Annual Valuation
Updates

ESOP
Feasibility

DOL
Audits

Representation

Fairness
Opinions

Recent ESOP Clients