Exit With Excellence

How Beitzel Sold 100% to an ESOP—While Aligning Ownership with Culture

See how nine shareholders completed a controlled ownership transition for a 650+ employee industrial platform—then book a free consult or check your ESOP fit in minutes.

Outcomes at a Glance

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    100% sale to ESOP with liquidity via senior debt + seller notes

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    All partners retained management roles and operational continuity

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    Ownership aligned with Beitzel’s “Take Ownership” culture

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    Full S-Corp federal tax shield; $0 personal guarantees

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    Bonding capacity preserved; incumbent M&T Bank as senior lender

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    Nine shareholders aligned without an M&A auction

Client Testimony

“Our employees have always been the foundation of our success. Becoming an ESOP ensures that the people who build our value every day can share directly in the fruits of their labor by taking ownership.”

— Shawn Bender, President & CEO, Beitzel Corporation

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