The ESOP Dual Path Sale Process: A Unique Strategy for Business Succession
Our Dual Path process makes an ESOP compete with strategic and financial buyers in one auction — so sellers choose with real market evidence in hand.
Michael Walling
The Ins and Outs of an ESOP Transaction
How ESOP transactions actually work: structure, financing, tax treatment, ERISA rules, Section 1042, valuation, distributions, and the risks to weigh.
Michael Walling
ESOP: A Brief Introduction
A plain-English introduction to ESOPs: how they work, the tax advantages for owners, companies, and employees, and what to weigh before pursuing one.
Tim Sperling
ESOP vs. Private Equity: Choosing the Right Exit for Your Business
The choice between an ESOP and a private equity sale comes down to more than money — it shapes what happens to your people, your culture, and your legacy. Here is how to think through the decision.
Michael Walling
ESOPs as an Exit Strategy for Family Businesses: How They Work
For family business owners exploring succession options, an Employee Stock Ownership Plan offers a unique path that rewards loyalty, preserves company culture, and delivers significant tax advantages.
Michael Walling