DLS Marine, a McLean Group companyDLS Marine: The Marine Practice of The McLean Group
The McLean Group
Advisory Support

Employee Stock Ownership Plans

An ESOP offers business owners a tax-efficient route to full or partial liquidity while preserving operational control, management continuity, and the culture they have built.

Mergers & Acquisitions/Employee Stock Ownership Plans
Overview

Employee Stock Ownership Plans

An ESOP transaction can provide significant liquidity and tax benefits to selling shareholders while allowing for the orderly transition of company ownership to employees. Additionally, an ESOP enables sellers to retain operational control of the business and preserve the existing corporate culture. The McLean Group’s extensive ESOP advisory experience combined with its debt capital and business valuation services provides an end-to-end advisory solution for companies contemplating a transition to an ESOP.

Selected Transactions

Selected ownership transition engagements

All Transactions
SimVentions completes its ESOP buyout
Phacil completes its ESOP buyout
JTG completes its ESOP buyout
Veterans Enterprise Technology Solutions management buyout
Metis completes its recapitalization

Talk to us about employee stock ownership plans

Tell us what you are working on and we will put the right people on the call.