Case studies
Owners who sold to their employees, and what the deal looked like.
Each page gives you the short version: what the owners wanted, how the deal was built, and how it came out. If you want every detail, the full PDF is one email address away.
Straight answers. No B.S. No pressure.
Beitzel Corporation
Nine shareholders sold 100% to an ESOP with no personal guarantees. Every partner stayed in management, and the incumbent bank won the senior loan.
Read the case study →Subsentio
Cash at close beat the private equity offers. The founder still chairs the board, and his successor comes from within his C12 group.
Read the case study →Access Electric Supply
One shareholder retired on a year-end deadline. The others took partial liquidity, kept 40%, and kept control. No personal guarantees.
Read the case study →What every case study page gives you
The short version, free
Who the company is, what the owners wanted, how the deal was financed, and how it came out. No form.
The full PDF, one email away
Enter your email at the bottom of the page and the download button appears right there. No second page.
Your own numbers
The free ESOP Feasibility Assessment puts your company in the same ESOP vs. private equity comparison. It takes 8 to 10 minutes.
Free ESOP Feasibility Assessment
It's what you keep.
Run your own numbers. You get an ESOP fit score and a side-by-side of an ESOP sale and a private equity sale, in dollars. If an ESOP doesn't fit, the report says so.
Start the free assessment → 8 to 10 minutes · Free · Confidential