Helping businesses prepare for tomorrow — for 33 years.
Deep expertise across the unique financial landscapes and regulations surrounding employee ownership.
ESOP Transactions
Guidance through every stage of an ESOP transaction — valuation, structuring, financing, and execution for current owners and new ESOP installations.
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Assemble TeamBusiness owner(s) engage ESOP advisors.
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NegotiationsTerms are negotiated between trustee and owner(s).
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ClosingConclude the transfer of ownership.
Annual ESOP Valuations
Annual, interim, and compliance reporting for employee-owned companies — delivered on a consistent framework, year after year.
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Information ExchangeClient collects data as outlined on the checklist and sends to ESI.
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Trustee ReviewA draft report goes to the trustee for review.
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Finalize Share ValueIssued once all comments and questions have been addressed.
ESOP Sustainability Studies
Project how share value growth, repurchase obligations, benefit levels, and cash flow interact over the long term — then compare competing funding strategies side by side in one study.
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AffordabilityWhat share of projected cash flow will the repurchase obligation consume — and how does that differ under each funding strategy?
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Cash CoverageDoes projected free cash flow cover ESOP needs in every year — or only on average?
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Liquidity TimingWhich participant cohorts and events will drive future repurchase demand, and when?
- Multi-Scenario Study
- Benchmark Context
- Board Review Session
- Scenario Re-Runs
M&A Advisory
Strategic merger and acquisition advisory — identifying synergies, minimizing risk, and unlocking growth through well-executed transactions.
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Due DiligenceUncover the vital details that will inform your decisions.
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ValuationAccurately determine the worth of potential acquisitions.
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NegotiationSecure terms that benefit your business’s future.
Business Valuations
A clear, defensible understanding of what your company is worth — essential for strategic planning, capital raising, or sale.
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Knowledge of the PastHistorical performance, supported by industry statistics and empirical data.
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Interpretation of the PresentMarket trends and company dynamics weighed with experienced judgment.
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Expectations for the FutureGuided expectations complete an accurate assessment of value.
Partners
Let’s talk about your valuation.
Every engagement starts with a conversation about your company and your objectives.