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We have over 12 years of experience consulting on feasibility/viability analysis, benefit level modeling, repurchase obligation, and plan design. We have experience advising the CFO, CEO, boards of directors, attorneys, trustees, business owners, and others involved with ESOP companies. Our projects provide tailored ESOP consulting services, specializing in providing solutions.

Repurchase Obligation Study Repurchase Obligation Study

REPURCHASE OBLIGATION STUDY

Our propriety software "ESOP Compass" projects the repurchase liability over a 20-year view.
Projects the cash flow requirements to fund the ESOP in the future.
Looks at current operations and we will share our experiences for best practices.
Strategies and levers available, so the ESOP remains sustainable well into the future.
Distribution policy impacts.
Benchmark numbers to compare.
Individual participant projections.
ESOP Analysis

FEASIBILTY/VIABILITY ANALYSIS

An ESOP feasibility or viability analysis, is the first step in providing owners with a plan for the ESOP transaction. It provides owners and advisors information needed to make an informed decision and determine if an ESOP is the right strategy. It will also educate how the ESOP works and impacts current and future employees.

BENEFIT LEVEL MODELING

Projects individual accounts and high-level value allocated to participants from the ESOP benefit. Using historical information to provide a model with inputs to stress test participant balances. This can help identify when participants might retire and succession planning. This is included with a repurchase obligation study but is an option to be a separate project.

MERGERS/ACQUISITION

Determines if a merger or acquisition will benefit the current participants during a transaction. Identifies the pros and cons to help make an informed decision, focusing on the impact to current ESOP participants.

PLAN DESIGN

Companies cash situation and philosophies are unique. We will work with you and your attorney to design a distribution policy tailored to your ESOP Company.
ESOP Acquisition