Employee Stock Ownership Plan (ESOP) Sell-Side Advisory

Helping Conduct a Smooth Transition Process

If you are a business owner who is considering an employee stock ownership plan (ESOP) exit strategy, there are many decisions that must be considered before executing any transaction. Just some of the important decisions include:

  • What is the proper amount of stock I want to sell? Controlling vs. Minority?
  • What is my valuation expectation? Controlling vs. Minority?
  • What is the proper structure of the transaction?
  • How much bank financing is available?
  • How much seller-financing am I willing to commit?
  • How can I incentivize key management under an ESOP strategy?
  • How do I communicate benefits to my employees?

Whatever your goals, you want a smooth and efficient transition, so you can move on with the next chapter in your life.

We Simplify the Complex

When you work with the expert advisors at Vision Point Capital, you take advantage of our extensive employee stock ownership plan (ESOP) and industry experience.

We are active members of the National Center for Employee Ownership (NCEO) and the ESOP Association, and our professionals are regular speakers on topics related to employee stock ownership plan (ESOP) valuation. We work together with every client to minimize confusion and make the selling process straight forward and efficient. Providing you with an independent valuation analysis, we will make sure you will be in the best position to negotiate with the buyer (ESOP trustee).

Focused on Helping You Reach Your Goals

When you are ready to begin your transition, reach out to the Vision Point Experts. We will be by your side every step of the way as you prepare to navigate a possible employee stock ownership plan (ESOP) transaction. Our comprehensive sell-side services include:

  • Initial and/or preliminary ESOP valuations for business owners
  • ESOP feasibility analysis
  • Introductory consultation on ESOP structure and plan design
  • Coordination in gathering the proper advisory team
  • Consultation on financing arrangements
  • Advisory services all the way through the close of the transaction

Contact us today and let us share our expertise with you. We have helped numerous business owners over the years execute successful transitions using an ESOP strategy as opposed to a typical third-party M&A transaction.