when the time comes to selling their business:
What structure provides the best outcome for me – private equity, a strategic buyer, or an ESOP?
How do I obtain maximum value for my business?
Can I retain control for a period of time post sale?
How do I pay the least amount of taxes on the sale?
How do I best benefit family as well as valued employees?
the next step of their liquidity event:
Charitable
Giving
Estate
Planning
Long-range
Financial Planning
Among the exit strategies we explore and help to execute, we have an expertise in ESOP programs, which often represent the best possible solution for a privately held company. In addition to the tax advantages, an ESOP solution allows an owner to sell their company yet still retain control, typically for five to seven years. As part of our service, we recruit the team needed for the program, including the investment bank, attorney, etc., and coordinate everyone’s participation in creating a winning solution.
To learn more about ESOPs or to have a no-obligation conversation about your questions and concerns about the future of your business, please contact us today.
[email protected] |(850) 655-6501
Richard Reyle
Gerry Spitzer