As you consider the potential for an Employee Stock Ownership Plan (ESOP) for your company, our ESOP feasibility study offers a comprehensive analysis to guide your decision-making process. Located in the heart of Downtown Minneapolis between Target Field and U.S. Bank Stadium off of South 5th Street, Boulay’s advisors are here to help you through every step.
With technical expertise and strategic insight, our ESOP advisors dive into the specifics of your company’s needs and desired outcomes. Whether you’re looking for a smooth business succession, enhanced employee retirement benefits or diversification, our ESOP feasibility studies help you address complicated issues and clarify the path forward.
Office Hours
Monday 8 – 4:30 PM
Tuesday 8 – 4:30 PM
Wednesday 8 – 4:30 PM
Thursday 8 – 4:30 PM
Friday 8 – 4:30 PM
ESOP ADVISORY Services
ESOP feasibility studies empower selling shareholders with in-depth financial insights, informing their decision to move forward with an ESOP transaction and equipping them to propose viable structures to the ESOP Trustee and their team.
- Identifying the goals and objectives of the seller
- Preparing financial modeling based on projections
- Assisting with financial projections
- Assessing the historical financial results
- Gaining an understanding of the company’s financial history
- Determining the impact of an ESOP on other qualified retirement plans in place (i.e. 401(k) plans)
- Reviewing future eligible compensation
- Assessing senior debt capacity and financing options
Once we review these factors, our advisors prepare a comprehensive ESOP feasibility study with a recommendation on whether to implement an ESOP as well as tailored strategies to optimize ESOP benefits for your company and selling shareholders.
Additional Services
Along with our feasibility study services, we provide:
- Projected 409(p) analysis
- Projected cash flow analysis
- Assistance in developing the structure of the transaction
- Consulting related to the balance of lender financing and seller financing
- An indication of the value of the company
As you consider the potential benefits and complexities of an ESOP, a trusted and experienced team of advisors is essential. Boulay’s ESOP advisors to guide you towards informed decisions that align with your company’s vision and goals.
ESOP TEAM
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To learn more about our approach to ESOP feasibility studies and how we can help, contact us at 952.893.9320 or connect with us.