When structuring an Employee Stock Ownership Plan (ESOP) transaction, financing plays a pivotal role in determining both the feasibility and long-term success of the deal. Among the most common financing tools used are senior debt (typically bank financing), and subordinated (seller) debt. …
Structuring an ESOP: The Importance of Feasibility Studies in ESOP Planning
When a business owner is considering whether to sell to an Employee Stock Ownership Plan (ESOP), thorough planning should be undertaken to understand the likely outcomes to the selling shareholder (s), the Company, and the soon to be ESOP participants. One of the key steps in the early stages …
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Selling Your Business: Understanding an ESOP
When considering ownership transition options, it's important to understand the various types of buyers and their implications. Among these options, selling to an Employee Stock Ownership Plan (ESOP) presents unique advantages as well as some potential drawbacks. Potentially the most flexible and …
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Selling Your Business: Understanding Strategic Buyers
Understanding the nuances of strategic buyers can significantly impact the outcome of your company's sale. Whether it’s confidentiality concerns, transaction forms, or employee impact, each buyer type brings unique considerations. Discover how to navigate these complexities and make informed …
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