MEET NP CONSULTING

Does an ESOP make sense compared to individuals separately owning shares?"

Does an ESOP make sense compared to individuals separately owning shares?”

A Professional Services Firm Interested in Becoming an ESOP

NP Consulting is a tight-knit, team-oriented professional services firm that’s about to go through some changes. Though the company has a wide range of owners and potential owners, the two primary players are getting ready for retirement. Before they go, they want to ensure a bright future for their team and company by transferring ownership of NP Consulting to their employees—who they consider to be family. As part of their overarching succession plan, they are also exploring options to buy out some of the majority owners.

Key Business and Operational Questions

How can we continue to grow and stay independent?

How does an ESOP actually work?

Is an ESOP my best option compared to private equity or an employee private buy-out?

What is the timeline and impact of a gradual exit strategy? 

Key Financial Considerations and Questions

Does becoming an ESOP mean I get less money when I sell?

How do I determine the price of stock/ownership?

How do I get my money out of the transfer transaction?

Is ownership investment worth it financially?

What happens if the business fails, am I financially impacted?

Recommended Services

Business Valuation

Cash Flow Analysis for Seller and Buyer

Employee Education and Planning

ESOP Evaluation / Retirement Benefits Analysis

Estate Planning

Wealth Management

Does this story sound familiar? If so, the Schneider Downs Exit and Succession Planning team can help. For more information, please contact us at contactsd@schneiderdowns.com.
Please note, our services are best suited for targeted businesses with revenue or value in excess of $5M.

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About Schneider Downs Exit and Succession Planning

Schneider Downs’ Exit and Succession Planning services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners. To learn more, visit our dedicated Exit and Succession Planning page.

The story, all names, characters, and incidents portrayed in this story are fictitious. No identification with actual persons (living or deceased), places, buildings, and products are intended or should be inferred. 

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