Free ESOP Feasibility Survey

Wondering if an ESOP is right for your company? Take a moment to complete our free ESOP feasibility questionnaire.

An ESOP (Employee Share Ownership Plan) is a general term to describe a variety of different models: EOT (Employee Ownership Trust) plans, direct share plans, stock option plans, and EVOP™️ (phantom stock) plans.

Our experts will review and provide you with a free, no obligation opinion on the viability of an ESOP for your business.

ALL INFORMATION IS STRICTLY CONFIDENTIAL.

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Name *

First

Last

Company *

Position at company *

Email *

Is the company privately owned? *

• Yes
• No

Is any part of the workforce unionized? *

• Yes
• No

How many owners are there currently? *

How many employees are there currently? *

What is the growth rate in employees annually in percent? *

enter a percentage

Approximately, what is the annual revenue?

Approximately, what is the annual EBITDA?

What industry is the company in? *

Have employees been promised some kind of ownership? *

• Yes
• No

Is there an incentive plan currently? *

• Yes
• No

Are there any foreign subsidiaries? *

• Yes
• No

How leader regards

What is your primary motivation for considering employee ownership in regards to exit strategy? *

• I want to sell and exit the business soon.
• I want to set up an exit strategy over the longer term (such as 5-10 years).
• I don’t want to exit yet; I just want to engage and reward my team while retaining control.
• I want to engage and reward my team, but I am not willing to give up actual shares.

Are you willing to sell a controlling interest (more than 50%) of your company immediately? *

• Yes – I would no longer be the controlling decision maker
• No
• Unsure – need more information

Do you have a leader or leaders in place to take over company decision making? *

• Yes
• No

Do you want employees to have financial "skin in the game" (invest their own money)? *

• Yes, it is important they make a personal financial investment.
• No, they should not have to pay for ownership/the company should finance it.
• Deferred — I prefer they have the option to buy in later or gain value over time.

Who do you want to participate in the plan? *

• All employees (broad-based plan subject to eligibility period).
• Certain employees only (key-person plan subject to eligibility period).

How did you hear about us? *

• Google/web search
• Referral
• Article/blog/webinar
• Other

Tell us more about how you heard of us

What search term was used, who can we thank for referring you, which article was it, etc.?

Would you like to join our newsletter?

• Yes please!
• No thanks!

Is there any additional information you'd like us to know about the company?

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