CONTACT

Book Your Free ESOP Consult (60 min)

We’ll review your goals, outline feasibility next steps, and share relevant case lessons. Just complete the information below, and our team will be in touch soon.

 FAQs

  • Yes. Our ESOP structures deliver the same fair market valuations and cash at close as private equity offers — but without forcing a resale in 3–5 years or stripping control from your board.

  • No. Sellers retain board control indefinitely. That means you choose your successor, set the pace of your own retirement, and ensure your culture and mission are protected.

  • Your employees become true owners. Every team member participates in the ESOP, and key leaders often receive additional synthetic equity upside. This motivates and rewards the people who helped build your company.

  • The benefits are significant. ESOP-owned S-corps pay no federal or state corporate income tax. In addition, sellers may qualify for a Section 1042 election to defer or even eliminate capital gains taxes on the sale proceeds.

  • It’s different, but not harder. We guide you step-by-step through feasibility, valuation, financing, and legal documentation. The timeline is typically 5–6 months — very similar to a private equity sale.

  • Start with a free consult or take our quick Feasibility Assessment. In just a few minutes we can show whether this model fits your company’s size, goals, and culture.