The ESOP Assessment & Action Plan

An ESOP can be a tremendous tool that enables an entrepreneur to strengthen his company through employee ownership while at the same time liquidating and diversifying some of the personal wealth that is tied up in his or her business. But, as they say in the television ads, "it's done by professionals - don't try this at home."

Yes, ESOPs can seem dauntingly complicated to the newcomer (if you're not a little confused, you probably just don't understand the situation!). We at the Beyster Institute, however, have worked with ESOPs for years. We can take you successfully through the development of a program that will fit your situation and achieve your goals - all with a minimum of trouble and a maximum of benefit.

Our ESOP Assessment and Action Plan© will get you to where you need to go. We will provide you with:

  • Feasibility Review. You will want to determine right at the start whether, given your particular business conditions, an ESOP will actually deliver the results you are looking for. You'll get that here.

  • Transaction Design. An ESOP is more than an employee benefit plan - it is a business transaction involving the leveraged purchase and sale stock in your company. We will lay out for you a logical structure: who will buy, who will sell, how it will be financed and when it will be paid for.


  • Financial Forecast. Before going forward with an ESOP, you should have a clear picture of how the proposed ESOP transaction will affect the financial condition of the company. With this, you will.

  • Action Plan. With all the issues resolved and strategy in place, your next question will be "Now what do I do to actually make this happen?" The Action Plan will tell you step by step exactly what will be involved in completing the implementation of your ESOP.

You're Always Welcome At Our Door

Hopefully we haven't seen the last of you once we have delivered your ESOP Assessment and Action Plan©. We will be happy to discuss any and all questions you may have. And we will be there to work with your attorney as he or she is drawing up the legal documents to implement your program.

To access our consulting services, please provide us with some basic company information by filling out our Pre Consulting Questionnaire. One of our experts will get in touch with you within 2 business days.




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