Exit on your terms with an ESOP built for you.
Your exit strategy should reflect your vision, not someone else’s. South Park Advisors helps business owners evaluate whether an ESOP can deliver the flexibility they need. Whether your goals include liquidity, wealth diversification, a timeline that works for you, or preserving your company’s legacy while rewarding your team, we guide you through every step and advocate in your best interests.
ESOP Feasibility
Phase 1: Preliminary Valuation
We provide a range of value your business could achieve in an ESOP transaction. This insight helps you assess whether moving forward aligns with your financial goals and ownership objectives.
Phase 2: ESOP Structure Modeling
This phase evaluates ESOP structure and models outcomes, including employee benefits and shareholder proceeds across various tax scenarios—helping you to understand the financial impact.
Phase 3: Information Memorandum
We prepare a memorandum with key business details—financials, operations, and leadership—to help you negotiate effectively and present your company credibly to lenders and trustees.
Phase 4: Transaction Guidance
In the last phase, we guide you through the ESOP process and negotiate on your behalf to secure terms that align with your financial goals and ownership vision, ensuring a smooth and positive experience.
ESOP feasibility is a structured process that helps business owners determine if an ESOP is the right succession strategy. Each phase provides clear insights, and complexity depends on the company’s unique circumstances and goals.
Additional ESOP Services
Plan Structure
An ESOP Plan Structure is typically included in the ESOP Feasibility process. The focus of this service is to determine what type of retirement benefit level the company wants to establish for its employees.
Valuation Guidance
SouthPark Advisors provides independent analysis to help selling owners determine if an offer reflects fair market value, giving you the insight and leverage needed for informed negotiations.
Featured Podcast
ESOP 101 – What, Why and How?
Robert C. Hilton Jr., ASA, joins Tabitha Croscut at Devine Millimet and Branch, Attorneys at Law, and Richard A. Heeter at Capital Trustees to present you with a 360-degree view of the what, why, and how of ESOPs.