Is your company (or your client’s company) in this situation?
Seeking a more sustainable ownership model
Desire to reward employees and provide growth opportunities
Shareholders want to receive fair market value for their business
Shareholders wish to preserve the company’s legacy
What is an ESOP Feasibility Study?
GBQ’s ESOP feasibility studies are designed to provide all of the information needed to determine whether a sale to an ESOP will fit the objectives of all stakeholders. Utilizing our experience from participating in hundreds of ESOP transactions, our comprehensive ESOP feasibility studies provide a “blueprint” for what a transaction will look like, including each of the following components:
Comprehensive valuation analysis of the company
Transaction financing alternatives
Post-transaction cash flow analysis
Illustration of selling shareholder proceeds
Illustration of benefit levels to management and employees
Evaluation of synthetic equity plans (warrants, stock appreciation rights, etc.)