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) as a strategy to help exiting owners achieve their retirement goals while also giving back to their employees. Wherever you are in your ESOP journey, SN can assist you in reaching your objectives.
Our professionals are on the leading edge of issues and trends that impact your industry and combine ESOP advisory knowledge with deep architecture and engineering 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 an important one and has significant impact on both a firm and its employees. Great care should be taken during both the decision-making process, as well as the set-up phase to position you for the greatest success. Working with you to understand your objectives, SN can help you determine if an ESOP is the right ownership model for to meet your goals.
- Review ESOP requirements
- Understand ESOP structures
- Compare alternative options
- Conduct 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 AE industry mergers and acquisitions, SN is expertly skilled in providing M&A related ESOP services. Services include assisting existing ESOP-owned firms who are being acquired by or merged into another firm and assisting firms who are not ESOP-owned but who are being acquired by or merged into a firm that is ESOP-owned.
These situations can be complex and confusing for both the buyer and seller. Our team will guide you every step of the way towards a successful transaction.
Secure Your Legacy, Reward Your Employees
The decision to implement an ESOP is an important one and has significant impact on both a firm and its employees. Great care should be taken during both the decision-making process, as well as the set-up phase to position you for the greatest success. Working with you to understand your objectives, SN can help you determine if an ESOP is the right ownership model for to meet your goals.
- Review ESOP requirements
- Understand ESOP structures
- Compare alternative options
- Conduct 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 AE industry mergers and acquisitions, SN is expertly skilled in providing M&A related ESOP services. Services include assisting existing ESOP-owned firms who are being acquired by or merged into another firm and assisting firms who are not ESOP-owned but who are being acquired by or merged into a firm that is ESOP-owned.
These situations can be complex and confusing for both the buyer and seller. Our team will guide you every step of the way towards a successful transaction.
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