Ownership that Rewards and Motivates.
ESOP Advisory
An ESOP can be the perfect next step in your business succession planning.
Many firms choose an employee stock ownership plan (ESOP) to help existing owners achieve their retirement goals while giving back to their employees. SN can assist you in reaching your objectives, wherever you are in your ESOP journey.
Our professionals are on the leading edge of issues and trends that impact your industry and combine ESOP advisory knowledge with deep architecture, engineering, and construction expertise. Plus, SN’s Workforce Advisory team can help you leverage your ESOP to enhance your culture, improve employee engagement and retention, and increase recruiting success.
ESOP Set-Up
Secure Your Legacy, Reward Your Employees
The decision to implement an ESOP is important and significantly impacts a firm and its employees. To position yourself for the greatest success, great care should be taken during both the decision-making and set-up phases. SN can help you determine if an ESOP is the right ownership model to meet your goals by working with you to understand your objectives.
- Review ESOP requirements
- Understand ESOP structures
- Compare alternative options
- Conduct a feasibility study & analysis
- Financial modeling
- Employee acceptance surveying
ESOP Related Valuation
Value as a Strategy
For firms considering an ESOP, value is in the driver’s seat. A professional valuation is a critical component of an ESOP and can impact its feasibility and structure. Once an ESOP is implemented, a valuation should be performed annually to determine the market price for the employee-owned shares. SN’s ESOP valuations are ERISA and Department of Labor compliant and meet Internal Revenue Service requirements.
- Preliminary pre-ESOP implementation valuation
- ESOP formation valuation
- Market value annual valuations
M&A Related ESOP
Navigating Change
As experts in AEC industry mergers and acquisitions, SN is expertly skilled in providing M&A-related ESOP services. These services include assisting existing ESOP-owned firms that are being acquired by or merged into another firm and firms that are not ESOP-owned but are being acquired by or merged into an ESOP-owned firm.
These situations can be complex and confusing for both the buyer and seller. Our team will guide you through every step of the process to ensure a successful transaction.
Secure Your Legacy, Reward Your Employees
The decision to implement an ESOP is important and significantly impacts a firm and its employees. To position yourself for the greatest success, great care should be taken during both the decision-making and set-up phases. SN can help you determine if an ESOP is the right ownership model to meet your goals by working with you to understand your objectives.
- Review ESOP requirements
- Understand ESOP structures
- Compare alternative options
- Conduct a feasibility study & analysis
- Financial modeling
- Employee acceptance surveying
Value as a Strategy
For firms considering an ESOP, value is in the driver’s seat. A professional valuation is a critical component of an ESOP and can impact its feasibility and structure. Once an ESOP is implemented, a valuation should be performed annually to determine the market price for the employee-owned shares. SN’s ESOP valuations are ERISA and Department of Labor compliant and meet Internal Revenue Service requirements.
- Preliminary pre-ESOP implementation valuation
- ESOP formation valuation
- Market value annual valuations
Navigating Change
As experts in AEC industry mergers and acquisitions, SN is expertly skilled in providing M&A-related ESOP services. These services include assisting existing ESOP-owned firms that are being acquired by or merged into another firm and firms that are not ESOP-owned but are being acquired by or merged into an ESOP-owned firm.
These situations can be complex and confusing for both the buyer and seller. Our team will guide you through every step of the process to ensure a successful transaction.
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