An Employee Stock Ownership Plan (ESOP) is a qualified retirement plan that invests primarily in the sponsoring employer’s stock. In addition to providing retirement benefits for employees, an ESOP can be used as an exit or liquidity vehicle for the owner(s) of the company and provide tax benefits to the company and selling shareholders.

Realize the benefits of a tax-advantaged Employee Stock Ownership Plan with our comprehensive services tailored to your company's needs.

Why Choose BDO?

BDO Capital Advisors, a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising, and board advisory services. Our ESOP Advisors are experienced in investment banking, tax, valuation, employee benefits consulting, ESOP administration, and commercial banking. BDO Capital and BDO USA professionals work together to evaluate your strategic liquidity options and then guide you through every step of selling your business.

Our ESOP Services Include:

• ESOP Feasibility, Valuation and Tax Analyses - Gain insights into the financial viability and tax advantages of an ESOP transaction for your business.
• Capital Raising for Leveraged ESOPs - Secure funding for ESOP implementation through strategic capital raising.
• ESOP Benefit Plan Design and Analyses - Design customized benefit plans to align with your business objectives and employee needs.
• M&A Comparative Analyses - Navigate mergers and acquisitions with confidence through specialized ESOP transaction analyses.
• Tax and Accounting Services - Optimize your tax planning strategies, support tax compliance, and assist with entity restructuring when necessary.
• ESOP Plan Administration and Compliance – Streamline operations and meet regulatory requirements with our comprehensive plan administration support.
  

Take the First Step Towards a Stronger Future: Request Your Free Consultation

Ready to explore the benefits of ESOPs for your business? Contact us today to request your free consultation. Let us help you design and implement an ESOP transaction that unlocks liquidity, helps maximize employee engagement, and drives business growth.