Is an Employee Stock Ownership Plan (ESOP) Right for Your Business?

ESOPs are among the most flexible of all succession strategies. An ESOP can boost recruitment and employee retention and drive business growth by providing incentives to the company’s management team. ESOP transactions offer many benefits for the selling owner.

Benefits include:

  • Flexibility in deciding how much of the business to sell and when
  • Fair market value price for the business
  • Preservation of founder legacy and company culture
  • Ability to exit the company gradually over time
  • Continued operational control over the company
  • Possibility to benefit from a future increase in the company’s value
  • Potential to participate in the ESOP
  • Tax benefits for the company and valuable retirement benefits for employees


How BDO Can Help

BDO’s ESOP Advisors have a wide range of experience in investment banking, tax, valuation, employee benefits consulting, ESOP administration, and commercial banking, including representatives in our wholly-owned investment bank, BDO Capital Advisors, LLC.

Our ESOP services include: 

  • Feasibility, valuation and tax analyses
  • Capital raising for leveraged ESOPs
  • Benefit plan design and analyses
  • M&A comparative analyses
  • Tax and accounting
  • Plan administration and compliance


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ESOP Case Study

The Challenge

A construction company owner was looking for an exit strategy that would maintain his legacy and continue to reward valued employees.

The Solution

BDO acted as the exclusive financial advisor and facilitated the company’s transition to a 100% employee-owned company.

The Outcome

The company and selling shareholders received tax benefits from the sale and the company’s employees gained meaningful retirement benefits.

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BDO is proud to be an ESOP company

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Now that BDO is an ESOP company, our longstanding experience as trusted advisors is enriched with insights gained during our firsthand experience with the ESOP process. This dual perspective allows us to draw meaningful parallels and offer more nuanced guidance to companies considering an ESOP.

Blake Head, Managing Director & ESOP Services Leader, BDO Capital Advisors

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Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C., a Virginia professional corporation and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC