ESOP as an
Exit Strategy

Whether you’re just beginning the conversation around succession and ownership transition, or you’re ready to formulate and execute a tailored strategy, Marshall & Stevens can help you navigate every aspect with clarity and confidence. Just like the business itself, no two ESOPs are identical, and we’re here to provide you with the vision and understanding to reach the right result for your business, your family, and your employees – from kickoff to closing.

ESOP Service Sheet

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Exploration

Comprehensive value and feasibility analysis backed by insights from Acuity’s nationwide ESOP appraisal practice.
Visualize complex structural alternatives in tangible, actionable presentations.
Leverage our extensive experience with leading ESOP trustees, attorneys and other advisors to inform confident decision making.

Execution

Vet, assemble, and manage a team of qualified and capable professionals to negotiate and implement the transaction.
Maintain transaction momentum to minimize costs and avoid process delays.
Develop and deliver a comprehensive employee rollout strategy to align with strategic direction and foster employee engagement.

Evolution

Assess strategic alternatives for ownership structure as the ESOP moves through its lifecycle.
Navigate competing incentives to protect fiduciaries and create win-win solutions for the long term.
Thoughtfully handle unsolicited offers, and when appropriate, maximize wealth and liquidity for employee-owners.

ESOP Valuation & Transaction Opinions

Strategic Thinking.
Long-Term Results.

Using experience and insights from over three decades of ESOP thought leadership, Marshall & Stevens helps ESOP clients sustain and grow the value of what they’ve built. We take a long-term view to short-term changes in the business, to help align company and employee performance with valuation outcomes.

Fairness, Solvency, & Transaction Opinions
Annual Valuation
Appraisal Peer Review
Repurchasing & Re-Leveraging
Management Incentive Plans
Governance
Employee Engagement

By The Numbers:

Annual # of Engagements: Over 200
Client HQ Coverage: 25 States
Client Employee-Owners: 30,000+
Full-Time ESOP Professional Staff: 15
Longest Current ESOP Client Relationship: Over 30
Consecutive Years
Top 5 Industries Represented:
- Construction & Engineering
- Distribution
- Professional Services
- Transportation & Logistics
- Manufacturing