ESOPs & Financings
Employee Stock Ownership Plan feasibility analyses, transaction structuring and capital sourcing
Sophisticated ESOP Structuring & Capital Solutions to Preserve Your Legacy
Business owners seeking an exit can struggle to balance the need for liquidity with the desire to preserve their company’s legacy and reward long-tenured employees.
The specialized nature of an ESOP requires a prudent financial structure and an understanding of the post-transaction compliance requirements.
Eureka assists its clients in structuring tax-efficient ESOPs as a viable alternative to a straight sale. In our work, we leverage our deep capital markets relationships to secure favorable financing terms.
By aligning the interests of selling shareholders, management and employees, we help develop transaction structures that optimize tax benefits and provide a sustainable path for the company’s future.
Our ESOP Work
- Feasibility analyses
- Valuation guidance
- Capital raising
- Coordinating documentation
Featured ESOP & Financing Transactions
Engineering Services
Advised EnviroKinetics, Inc., a supplier of turn-key emissions control, heat transfer and automation packages, on its sale to an ESOP
Consumer Product Brokerage
Advised Impact Sales, Inc., a brokerage that provides representation for consumer goods at retail outlets, on its sale to an ESOP
IT Services
Advised Axios, Inc., a provider of communications and signal processing solutions for the Department of Defense, on its sale to an ESOP
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Define Your Legacy & Derive Maximum Enterprise Value with Eureka Capital
