Business Valuation

What’s the durability of your ESOP? Consider These Three Indicators

May 3, 2018

As of March 2018, the National Center for Employee Ownership (NCEO) estimates that there are roughly 6,700 Employee Stock Ownership Plans (ESOPs) in the United States, with the vast majority created prior to 1997. Just like any other business, ESOP companies must identify value creation opportunities for equity shareholders. As ESOP companies mature, it’s important… Read more.

Is an ESOP right for my company?

April 24, 2018

Business owners who are interested in selling to an Employee Stock Ownership Plan (ESOP) should pursue an ESOP feasibility study with the following components: Analysis of sale alternatives Valuation analysis ESOP financing sources and terms Deal structure scenarios Post-transaction credit metrics Analysis of employee account balances and additional incentive plans for management Liquidity opportunity for… Read more.

Why should I get my company valued?

July 8, 2014

It seems like a simple question but a valuation can be needed for a variety of reasons, including: 1. Considering a sale Business owners often have a sense of what their company is worth, but their analysis is limited solely to intuition. Selling a company is a once in a lifetime event and is no… Read more.

Jeffrey Buettner Featured in Financier Worldwide Article

April 28, 2014

Jeffrey S. Buettner, a managing director based in Chicago, participated on a panel moderated by Financier Worldwide. Buettner shared his insights on ESOP valuations and fairness opinions, including recent trends, what the respective processes involve, as well as some of the risks and challenges associated with valuations and fairness opinions. Click here to read the… Read more.

Valuation considerations in a sale to an ESOP

March 10, 2014

Business owners interested in a liquidity transaction should give consideration to all available options, which typically include selling to a strategic buyer, a financial buyer, or an ESOP.

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