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Let the professionals at ESL help you identify, design, and implement the right plan for the succession of your business.
ESL is a smart step for planning the future of your business. We will work with you to draw up a set of integrated solutions that best align your business goals, investment opportunities, and succession planning.
Our Process, an Overview
The members of the ESL team will work with you and your company to develop a smooth transition from a privately held company format to the employee stock ownership form of administration and ownership.
We will conduct an initial study to determine the feasibility of establishing an ESOP for the benefit of you and your employees and pinpoint any barriers to the creation of the ESOP.
If an ESOP proves to be the proper business format for your company, ESL will provide financial and business consulting with respect to the design of the ESOP stock purchase transaction and prepare the documentation required to successfully transition your company. ESL will assist in implementing the ESOP plan and trust, ESOP stock purchase transaction, and related financing.
If an ESOP is not the proper business format for your company, ESL will develop alternative solutions that may be more appropriate for your situation.
Feasibility Analysis and Deal Design
Our goal at ESL is to provide a timely and cost-effective solution to achieving your business goals. We will work with you, the business owner, the company, and the shareholders to develop a game plan and deal structure that is acceptable to all parties involved in the transaction, thus providing a smooth transition to the ESOP form of ownership.
Financial Modeling
ESL offers a variety of services to assess your goals and successfully assist you in obtaining financing for the ESOP transaction.
An integral piece of the financial modeling is the ESOP valuation. In addition to providing a preliminary and nonbinding estimate of value, ESL will work with you in the selection of a competent and independent ESOP valuation firm to conduct an actual business valuation for the transaction.
Loan Placement and Consideration of Other Financing Alternatives
ESL works closely with its clients to determine the most appropriate financing structure. We understand that every transaction is different and therefore requires a unique solution tailored to the needs of the ESOP, the company, and the goals of management.
ESL can provide a variety of services to enable the client to assess and successfully obtain financing for the ESOP transaction. We utilize a wide range of capital strategies to structure the most advantageous transaction possible. A few of the services that we can provide include the preparation of a confidential financing memorandum that outlines the proposed transaction and financing structure, the negotiation and comparison of financing proposals, and the structuring of the ESOP financing. Our experience and diverse network of ESOP lending professionals provides us with the ability to meet the needs of the ESOP, the company, and management.
Deal Documentation & Closing Documents
ESL will monitor your ESOP transaction to ensure that the transaction is completed in a timely manner and that all of the requisite documentation is prepared and completed properly.
Executive Compensation Planning
ESL will provide you with an analysis of your personal financial position and suggest strategies for maximizing the return on your investments.
Our Professionals
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