Employee Stock Ownership Plan (ESOP)

Design, Implement, And Execute For Viable Liquidity

  • Defer, or eliminate, capital gains tax
  • Ensure proper ESOP feasibility, structuring, and financing
  • Provide improved shareholder liquidity

Speak with an SC&H Capital ESOP Advisor about developing an advantageous liquidity option for your business. Contact us online or call (888) 250-1380.

As tax rates continue to rise, increased selectivity among third party buyers persists, and longer due diligence timeframes endure, ESOPs have become a popular succession planning alternative that business owners should carefully consider.

Advantage Of First Hand Expertise

An ESOP is a tax-qualified retirement plan under ERISA that is designed to hold the securities of the plan-sponsor company. If properly structured, an ESOP provides shareholders with a unique opportunity to create their own buyer while deferring, or even eliminating, capital gains tax due upon a sale of securities.

SC&H Capital provides ESOP-related financial advisory and valuation services to company shareholders, boards, and plan fiduciaries and/or trustees. We understand the intricacies of ESOP formation, operation, and administration, and offer the first-hand expertise required to design, implement, and execute a properly structured ESOP transaction.

Our areas of expertise include:

  • Design
  • Implementation
  • Administration

Meet Specific Financial Objectives

You have determined that an ESOP is a viable liquidity option for your business – now how do you choose a plan that will best fulfill your personal and professional goals? Our ESOP experts work with clients to design a plan that considers their full scope of needs, and tailors that plan according to specific objectives.

Our ESOP design services include the following:

  • Feasibility Analysis
  • Transaction Structuring
  • Transaction Financing

In whatever capacity we can assist – from advising on initial plan structuring to assisting with plan implementation to fulfilling compliance obligations – we work with you to meet your goals and objectives, and stay with you to exceed your expectations.