Take Control
Which way is the right way?
- If maximizing cash at close and shifting the most risk of your future business operations to another party is vital, then it’s likely a strategic, industry M&A transaction
- If maximizing cash at close is secondary to both growth capital and proven industry experience growing the company to it’s next level is the priority, then a private equity transaction is likely more appropriate.
- If, again, cash at close is secondary and you know what the company needs to do to get to it’s next level (whether you have the right team yet or not) but you want to begin your succession plan now and/or other shareholders need to be liquefied, then an ESOP sale can be the most flexible way to accomplish this, while perpetuating the independence and culture of the company indefinitely.
25 Years of Results
You Will Always Do Business With The Partners
and never be passed off to less experienced employees
Selected Past Client’s Success Stories
References Available By Request
Vermeer Southeast Sales – ESOP Sale
The three shareholders of Vermeer Southeast Sales in Orlando, FL wanted to continue working while creating a transition plan and lock in the sale of 100% of their stock at an attractive valuation today
Statewide Sweeping – Private Equity Sale
After considering an ESOP sale and industry buyers, Statewide Sweeping determined that partnering with a private equity group would best meet their growth and liquidity objectives.
J. Houston Homes – ESOP Sale
The owners of J. Houston Homes wanted to implement an ESOP to build up on their employee-centric culture, while providing tax-advantaged growth opportunities.
