5 Factors to Consider Before Selling to an ESOP

This video breaks down the essential factors to consider when determining if an ESOP is the right strategic move for your business. Learn about company size, earnings stability, management strength, risk assessment, and long-term growth potential, and understand how these elements influence the success of an ESOP.
What You Will Learn:
Company Size: Importance of size and EBITDA in determining suitability for an ESOP.
Stability of Earnings: The role of consistent earnings in the success of an ESOP.
Management Strength: Why strong leadership is crucial for managing an ESOP.
Risk and Human Capital: Evaluating your company’s risk profile and human resources.
Long-Term Growth Potential: Assessing the future growth potential for ESOP viability.
Who Should Watch:
Business owners looking into liquidity options, HR and financial executives considering employee ownership structures, and anyone interested in how ESOPs function.
New to the idea of an ESOP? Start here:
What is an ESOP? - • What is an ESOP?
ESOP Tax Incentives for Selling Shareholders - • ESOP Tax Incentives fo...
Additional Resources:
Learn more about this video topic: bit.ly/3w39JP2
Contact us: bit.ly/adam-geller
Visit PCEs ESOP University: • ESOP University
Timestamps:
0:00 Intro
0:36 What is an ESOP?
1:08 Factor 1: Company Size
1:45 Factor 2: Stability of Earnings
2:02 Factor 3: Management Strength
2:15 Factor 4: Risk and Human Capital
2:34 Factor 5: Long-Term Growth Potential
3:16 Conclusion and How PCE Can Help