How We Advise: Buy-Side
Our experts deliver professional consultation to assist trustees in purchasing shares for an ESOP trust. As trusted advisors in ESOP transactions, our team understands the intricacies of the purchasing process and leverages years of experience to provide guidance and support a successful transaction.
Our ESOP advisory begins with assessing the company's valuation, financial performance, and potential risks and rewards associated with the transaction. Utilizing this information, we collaborate with the trustee to develop a tailored acquisition strategy that aligns with the trust's objectives and maximizes value for the trust beneficiaries. Further, we advise in negotiating the financial terms and conditions of the purchase, including pricing, financing options, and necessary contractual agreements. Our experts provide ongoing support, including due diligence advisory, coordinating with legal and valuation experts, and facilitating communication between the trustee and the selling shareholders.
We help trustees to make well-informed decisions, mitigate risk, and execute the purchase of shares for the ESOP trust in order to provide benefit to all key stakeholders.
