Achieve your business succession and retirement goals

Are you a business owner thinking of retiring? If so, South Park Advisors can help you decide if an ESOP might help you achieve your business succession and retirement goals. Whether you are seeking to gain liquidity and diversification, exit on your desired timeframe, maintain the business’ legacy, or reward the employees that have helped you to grow, we can guide you through the implementation process and advocate on your behalf. 

Contact UsESOPs: Trust-Side

ESOP Feasibility

Phase 1

Phase 1 provides a range of value that a business is likely to be sold for in an ESOP transaction. This gives the business owner the information needed to decide on whether it is beneficial to move forward.

Phase 2

Phase 2 starts with analyzing and modeling how an ESOP structure might work. This involves the analysis of several features of the plan, including how much benefit the ESOP may provide to the employees, and the proceeds the selling shareholders might receive under different tax scenarios.

Phase 3

Phase 3 involves creating a Confidential Information Memorandum that conveys important information about the business, including its operations, financial statements, team, and other data that will be needed for negotiations with prospective lenders and the trustee team.

Phase 4

In the final phase, South Park Advisors will guide you through the entire process. We will negotiate on your behalf to help ensure that the transaction achieves your goals.

ESOP feasibility is a phased process that allows you to decide whether an ESOP is the best strategy for achieving your goals.
The process can vary in complexity depending on the unique circumstances of the owners.

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

South Park Advisors can assist a selling business owner with determining if an offer received for their business is fair and reasonable.

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.

Tune In to ESOP 101