ESOP Case Studies

Family-Owned Construction Company by Lee Eisenstaedt at Leading with Courage Academy
Posted on Oct 03, 2019

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Mid-size, family-owned manufacturing company by Lee Eisenstaedt at Leading with Courage Academy
Posted on Oct 03, 2019

Retained by a mid-size, family-owned manufacturing company to further improve the relat ... [continue]

Mid-size CPA firm by Lee Eisenstaedt at Leading with Courage Academy
Posted on Oct 03, 2019

Retained by a mid-size CPA firm to coach six income partners to prepare at least three ... [continue]

Posted on Jun 19, 2017

The Problem

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Posted on Aug 30, 2016

BACKGROUND

  • Pet food component manufacturer
  • Busin ... [continue]
Posted on Aug 30, 2016

BACKGROUND

  • Work includes highway and bridge construction, overl ... [continue]
Re-Balancing an ESOP by Jackie Salmon at OneAmerica Companies
Posted on Jul 15, 2015

A long-standing OneAmerica ESOP client wanted to add rebalancing to their ESOP.  Rebalancing is a technique used in ESOPs that have both st ... [continue]

ESOP has a 404 deduction issue by Jackie Salmon at OneAmerica Companies
Posted on Jul 15, 2015

OneAmerica was involved in a finalist presentation for a prospective 401(k) and DB client (1 401(k) $25mm, 2 DBs totaling $25mm).  As it tu ... [continue]

Preparing for a close by Jackie Salmon at OneAmerica Companies
Posted on Jul 14, 2015

A new ESOP was preparing for its closing. The 100% owner was trying to decide whether to take
a 1042 election and defer the capital gai ... [continue]

Posted on Jul 03, 2013 This $7,000,000 transaction allowed the ESOP to purchase of 51% of the company's stock from its two owners. The buyout was structured through a term n ... [continue]
Posted on Jul 03, 2013 This $7,000,000 transaction allowed the ESOP to purchase of 51% of the company's stock from its two owners. The buyout was structured through a term n ... [continue]
Posted on Jul 03, 2013

The purpose of this transaction was to finance the purchase of the remaining 52% of the company stock from various shareholders of the com ... [continue]

Posted on Jul 03, 2013 First American Bank was able to refinance the existing ESOP debt and liquidate the seller notes from the original ESOP financing that had ... [continue]
Posted on Jul 02, 2013

The purpose of this transaction was to finance the purchase of the remaining 52% of the company stock from various shareholders of the com ... [continue]

Posted on Jul 02, 2013

First American Bank was able to refinance the existing ESOP debt and liquidate the seller notes from the original ESOP financing tha ... [continue]

The CEO/Partners have done their homework by Jack Veale at PTCFO INC.
Posted on Jan 07, 2012

The CEO/Partners have done their homework.  Their startup is not really a startup anymore as they have tested the waters, done their resear ... [continue]