ESOP Advisory

For owners of privately-held businesses, Employee Stock Ownership Plans (ESOPs) provide a flexible option for selling all or a portion of their business.

ESOP transactions can be tailored to meet the unique needs of the owner, the business and the employees. Moreover, there are distinct tax advantages for all parties.

The BDO Capital ESOP Advisory team consists of professionals with a wide range of experience in investment banking, tax, valuation, benefits and commercial banking. Our ESOP professionals work closely and collaboratively with your accounting and legal teams to achieve the result everyone wants: a sale that benefits the company, protects your legacy, and provides both you and your employees with the financial rewards you have worked hard to earn.

ESOP Advisory Services

ESOP Feasibility, Valuation and Tax Analyses - Gain insights into the financial viability and tax advantages of an ESOP transaction for your business.
Capital Raising for Leveraged ESOPs - Secure funding for ESOP implementation through strategic capital raising.
ESOP Benefit Plan Design and Analyses* - Design customized benefit plans to align with your business objectives and employee needs.
M&A Comparative Analyses - Navigate mergers and acquisitions with confidence through specialized ESOP transaction analyses.
Tax and Accounting Services* - Optimize your tax planning strategies, support tax compliance, and assist with entity restructuring when necessary.
ESOP Plan Administration and Compliance* – Streamline operations and meet regulatory requirements with our comprehensive plan administration support.

*Services provided with the assistance of BDO USA, P.C. 

Is an ESOP Right for Your Business?

ESOPs are among the most flexible of all succession strategies. An ESOP can boost recruitment and employee retention and drive business growth by providing incentives to the company’s management team. ESOP transactions offer many benefits for the selling owner.

Benefits include: