ESOP Structure Case Studies: How to Meet Various Owner & Company Goals

We look at how an ESOP transaction can be structured to meet many different needs, thanks to flexibility in their design.

ESOP Structure Case Studies: How to Meet Various Owner & Company Goals

No company is the same and every shareholder has a different list of reasons, goals, and expectations for their sale of stock. Using examples of transactions we have designed and closed, we look at how an ESOP transaction can be structured to meet many different needs, thanks to flexibility in their design. Whether you are thinking about an ESOP for your company or already have one in place, there are different structural options offered to both the selling shareholder and the company.