ESOP Case Studies - ESOP Knowledge Center
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ESOP Case Studies

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ESOP Structure Case Studies: How to Meet Various Owner & Company Goals
ESOP Structure Case Studies: How to Meet Various Owner & Company Goals No company is the same and every shareholder has a different list of reasons, goals, and expectations for their sale of stock. Using examples of transactions we have designed and closed, we look at how an ESOP transaction can be structured to meet... Read More


Estate Planning Using ESOPs: A Case Study
Estate Planning Using ESOPs: A Case Study Sophisticated ESOP transactions present unique opportunities for business owners to lower the estate, gift and generation skipping transfer tax burdens placed on their estates. From a total-after-tax perspective (considering income and transfer taxes), this can mean that an ESOP transaction will present a far better financial return for... Read More


ESOP Case Study: Nobis Engineering
ESOP Case Study: Nobis Engineering When Nannu Nobis started Nobis Engineering in 1988, he wanted a company with an open and effective culture. Although many of the programs, policies, and procedures the company created then still exist today, the ownership culture at Nobis, like the company itself, has grown and developed. Nobis is a ESOP client... Read More


ESOP Case Study: Organically Grown Company
ESOP Case Study: Organically Grown Company In the July-August 2013 Employee Ownership Report, NCEO profiles Organically Grown Company, one of the industry’s largest distributors of organically grown fruits, vegetables and herbs. Read how employee ownership was the best fit for the company’s culture and its core values of health, integrity, partnerships and sustainability. Is an... Read More


Inside Eileen Fishers Employee Stock Plan
Inside Eileen Fisher’s Employee Stock Plan This article profiles Eileen Fisher, an SES Advisors client, and the companys initiating an ESOP transaction. Published January 22, 2007 in The Wall Street Journal Is an ESOP right for your company? Use our ESOP self-assessment tool to find out. Explore various Ownership Transition Options or replay our Introduction to ESOPs webinar.... Read More


Profiles in Growth - A Whitepaper from The Business Exit Forum
Profiles in Growth – A Whitepaper from The Business Exit Forum SES Advisors and SG&C are members of The Business Exit Forum, a nationwide network of subject matter expert Preferred Advisors who are preeminent trusted advisors to mid-market companies at all stages of organizational growth and exit. The featured presenter at the May 13, 2013... Read More


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