An ESOP feasibility study is the BEST way to learn if an ESOP is right for you! Our advisors will do more than promote an ESOP, they may determine a different approach by asking many questions, including these:

• Will the ESOP be implemented during an external transaction?
• Will everyone be included in the ESOP?
• What percentage of the company will be distributed in the plan?
• Will employees own equity in the company after the ESOP is implemented?
• What experience with ESOPs, if any, do your competitors in the field have?
• Will the ESOP affect company growth in a negative way?
• Does an ESOP transaction impact an owner's estate plan or buy-sell agreements with other shareholders?
• Is the company capable of handling the cash flow requirements to make the ESOP work?

Our experienced ESOP feasibility consultants will give you a full report on the consequences of implementing ESOP.

Implementing an Employee Stock Ownership Plan is a significant decision, and before making this decision, a responsible owner will do due diligence to investigate the effect that it will have on the company leadership, management, employees and shareholders. Especially large companies may have the resources to conduct an ESOP feasibility assessment internally; many other companies may need to resort to an external evaluator to give a comprehensive report.

A properly conducted and thorough ESOP feasibility study is worth the time, and a company that is looking at a major impending transaction should take the time to commission a full study. However, any company that is considering including stock options as part of its benefits package should take the time and investigate the consequences of such a decision both in the short term, and for the long term prospects of the company.