In the right circumstances, Employee Stock Ownership Plans (ESOPs) are an ideal exit strategy for owners. They provide tremendous tax advantages, a way to engage the employees and provide them with wealth, while enabling the selling shareholders to continue to run the business or to remain as active as they desire.

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Our professionals are nationally recognized for our expertise in designing and implementing plans. Lazear Capital has deep experience in tax structuring and ESOPs provide significant tax advantages that we can bring to the table for your transaction. 

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Feasibility Analysis

In conjunction with other corporate advisors, we will help determine if an ESOP makes sense for you. We will determine an initial range of value, design a preliminary structure, understand financing options and determine estimated proceeds for the seller.

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Transaction Structure

We will explore the ideal structure for your company. This includes understanding shareholder and employee objectives, exploring tax implications and structuring the deal to allow for maximum flexibility for the company post-closing.

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Execution

Selling to an ESOP involves a number of professionals who have different expertise. Our M&A and Corporate Finance expertise enables our firm to address issues that arise and to provide a highly customized solution. It is also important to assemble the right team to structure the transaction optimally and to enable it to go smoothly. We are well integrated into the ESOP community and are skilled at assembling a team that works well together. 

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Please contact Ted Lape at tl@lazearcapital.com or (614) 221-1701 if you would like to learn more about our ESOP Advisory Services.