ESOP Advisory Services

Flexible exit strategies for business owners

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Customized exit and liquidity planning, tax strategy and analysis for business owners.

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. 

People in a meeting.

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:

  • Flexibility in deciding how much of the business to sell and when
  • Fair market value price for the business
  • Preservation of founder legacy and company culture
  • Ability to exit the company gradually over time
  • Continued operational control over the company
  • Possibility to benefit from a future increase in the company’s value
  • Potential to participate in the ESOP
  • Tax benefits for the company and valuable retirement benefits for employees

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ESOP Advisory Transactions

Premier Granite & Stone, Inc. logo.

Premier Granite & Stone, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to Premier Granite & Stone, Inc.

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Rovers North logo.

Rovers North, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to Rovers North, Inc. and ownership

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nou Systems, Inc. logo

nou Systems, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to nou Systems, Inc. and ownership

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Edge Consulting Engineers, Inc. logo.

Edge Consulting Engineers, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

BDO Capital Advisors served as exclusive financial advisor to Edge Consulting Engineers, Inc. and shareholders

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Matern Professional Engineering, Inc. logo.

Matern Professional Engineering, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to Matern Professional Engineering, Inc. and ownership

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Bolinder Resources Holdings logo.

Bolinder Resources Holdings, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

BDO Capital Advisors served as the exclusive financial advisor to Bolinder Resources Holdings, Inc. and shareholders

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Cooper Roofing and Solar logo

Cooper Roofing & Solar, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to Cooper Roofing & Solar, Inc. and ownership

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USHC Holdings logo

USHC Holdings, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

BDO Capital Advisors served as the exclusive financial advisor to USHC Holdings, Inc. and shareholders

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Radiation Business Solutions logo

Radiation Business Solutions has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to Radiation Business Solutions

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FIP Construction logo

FIP Construction, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to FIP Construction, Inc.

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Karish Industries logo

Karish Industries has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to Karish Industries and ownership

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Phoenix Specialty, Inc. logo

Phoenix Specialty, Inc. has sold to an Employee Stock Ownership Plan (ESOP)

Served as exclusive financial advisor to Phoenix Specialty, Inc. and ownership

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Thriving Together: The ESOP Advantage Podcast

Curious about the transformative power of ESOPs? Tune in to hear Blake Head, Managing Director at BDO Capital Advisors, and BDO clients discuss the transformative impact of ESOPs.

We wouldn’t have been able to complete this ESOP transaction without the extraordinary guidance of BDO Capital. They were extremely professional, responsive, knowledgeable, enthusiastic, and personable. The BDO Capital team lead us through the entire process, providing valuable insights to make life-changing decisions on behalf of our employees while also addressing issues that arose during due diligence. BDO Capital provided a comprehensive and multi-disciplined approach to the complexities of the ESOP process and the substance of the ESOP transaction. They knew when to bring in additional resources with specialized knowledge as needs arose. In each phase of the process, BDO Capital was a reliable asset in the decisions which had to be made. I cannot recommend them highly enough. BDO Capital is a great firm with great people.

Steven Willis
CEO of USHC Holdings, Inc.

BDO was highly recommended to TETER by other ESOP firms. Their invaluable assistance exceeded our most optimistic expectations. Our interaction with BDO went beyond executing an ESOP transition and BDO has become a trusted advisor and a long-term relationship for TETER. BDO acted as a “quarterback” in fostering teamwork both with TETER and with the multiple external consultants involved with making the ESOP transition a success. We feel fortunate and thankful for BDO’s capable support during this complex process.

Glen Teter
Founder & CEO of Teter, Inc.

News & Insights

Explore our most recent resources and thought leadership.

Article

BDO Capital Advisors Announces Promotions for ESOP Advisory Division

August 8, 2024
Article

BDO Capital Advisors Announces Promotions for ESOP Advisory Division

August 8, 2024

BDO Capital Advisors recently announced the promotion of Scott Leach to Managing Director, Jacob Cook to Director, Hayden Smith to Senior Associate, and Stone Brown to Experienced Associate.

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Article

BDO Capital Q2 2024 Electronic Contract Manufacturing Services M&A Market Update

July 9, 2024
Article

BDO Capital Q2 2024 Electronic Contract Manufacturing Services M&A Market Update

July 9, 2024

The electronic contract manufacturing services (ECMS) sector has demonstrated continued momentum in 2024, benefitting from stabilizing supply chains and resilient consumption activity.

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Article

BDO Capital Q2 2024 Manufacturing M&A Market Update

July 2, 2024
Article

BDO Capital Q2 2024 Manufacturing M&A Market Update

July 2, 2024

Manufacturing sector M&A plateaued in 2023 and activity continued to slow in Q1 2024, with inflation, recession fears, higher cost of capital, geopolitical instability, and supply chain fragility contributing to a cautious approach to transactions.

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Article

ESOP FAQs

February 8, 2024
Article

ESOP FAQs

February 8, 2024

Common questions and answers related to the creation, financing, valuation and tax benefits of employee stock ownership plans (ESOPs).

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Article

BDO Capital Q3 2023 Electronic Contract Manufacturing Services M&A Market Update

December 5, 2023
Article

BDO Capital Q3 2023 Electronic Contract Manufacturing Services M&A Market Update

December 5, 2023

The electronic contract manufacturing services (ECMS) sector has demonstrated continued momentum in 2023 despite facing various macro-economic headwinds.

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Article

BDO Capital Q2 2023 Debt Market Update

August 22, 2023
Article

BDO Capital Q2 2023 Debt Market Update

August 22, 2023

U.S. institutional leveraged lending issuances exhibited a slight decrease from $52B in Q1 to $48B in Q2.

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Article

BDO Capital Q2 2023 Building Products & Materials M&A Market Update

May 19, 2023
Article

BDO Capital Q2 2023 Building Products & Materials M&A Market Update

May 19, 2023

This issue of the Building Products & Materials (BP&M) newsletter describes the current state of the BP&M market and how high interest rates, high home prices, and investor concern around a potential recession in the U.S. have driven an unremarkable first quarter of M&A activity for the BP&M industry.

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Article

BDO Global M&A Horizons - Issue 2 2023

May 10, 2023
Article

BDO Global M&A Horizons - Issue 2 2023

May 10, 2023

In addition to our Global View, this edition of BDO M&A Horizons dives deeper into industry insights focusing on Manufacturing, TMT, Financial Services, Real Estate, Packaging and Natural Resources.

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Article

Guide to Selling Your Technology Business

May 8, 2023
Article

Guide to Selling Your Technology Business

May 8, 2023

Among historically high demand and a fast-paced deal environment, many technology leaders are looking to explore a sale. However, in order to ensure a seamless sale process and get the best possible valuation, extensive preparation is required.

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Contact Us

Talk to an ESOP advisory services professional. We will respond in 1-2 business days.

Meet our ESOP Advisory Services Leader

BDO is proud to be an ESOP company

Now that BDO is an ESOP company, our longstanding experience as trusted advisors is enriched with insights gained during our firsthand experience with the ESOP process. This dual perspective allows us to draw meaningful parallels and offer more nuanced guidance to companies considering an ESOP.

Blake Head
Managing Director, ESOP Advisory Group Head
Learn about BDO's ESOP