Business as “Un”usual - ESOP Transaction Advisor & Former CEO
Business transitions can be tricky, especially when longtime owners are ready to step away. In this video, the discussion dives into the 'Silver Tsunami'—the wave of baby boomer business owners retiring and what that means for their companies. It explores different paths for succession, with a special focus on Employee Stock Ownership Plans (ESOPs) as a way to keep businesses thriving while rewarding employees. Whether you're a business owner, employee, or just curious about company transitions, this video breaks it all down in a way that's easy to follow.
Resources
An ESOP isn’t just an exit strategy. Learn how construction owners use employee ownership, tax advantages, and thoughtful structuring to support growth.
If your construction company depends heavily on you, it can affect valuation, financing, and bonding. Learn how to build your leadership team and plan your exit.
Learn how ESOP repurchase obligations affect construction companies, including distributions, cash flow, bonding capacity, forecasting, and long-term funding.
Yes, union contractors can use an ESOP. Learn how employee ownership interacts with collective bargaining agreements, union pensions, prevailing wages, and plan participation.
Learn how backlog, WIP, active contracts, bonding, and cash flow are handled when a construction company transitions ownership through an ESOP.
Compare partial and 100% ESOP structures for contractors, including seller liquidity, taxes, financing, bonding capacity, control, and future ownership.
An ESOP can boost your construction company's cash flow through major tax savings. See how contractors keep the working capital they need to bond and grow.
Selling your construction company to an ESOP doesn't mean walking away. Learn how contractors cash out now, keep running the business, and retire later.
Wondering if it's time to sell your construction company? Learn the real signs it's time to exit, and your options beyond selling to private equity.
Will an ESOP hurt your bonding capacity? How employee ownership affects a contractor's surety, and why it's less disruptive than selling to private equity.