ESOP-owned companies have significant advantages, but they also have incredibly unique challenges.
Before an ESOP can reach its full potential, a company must effectively navigate distinctive cash flow demands, corporate governance structures, compliance requirements and equity value considerations.
Success requires an intricate, targeted and coordinated effort.
Warren Averett’s ESOP accounting and advisory services are designed to offer ESOP-owned companies the support you need to not only meet your short-term demands and practical needs, but to position your ESOP for long-term success.
Our ESOP professionals will create a custom plan to help you accomplish your vision for your company, align your stakeholders, identify tax advantages, increase employee retention and leverage all of the benefits an ESOP can offer.
Warren Averett’s advisors and accounting professionals have extensive experience in supporting companies throughout the ESOP life cycle, so you can be confident that your team understands where you’ve been, where you want to be and how we can help you get there. We’ll be with you through every step of the process.
Owners of privately held companies can use ESOPs to sell your business, unlock meaningful liquidity and preserve your legacy. Our advisors can help you determine if an ESOP is a good option for your exit plan, navigate the set-up process for launching an ESOP, understand the administrative necessities for maintenance and navigate the tax implications an ESOP will have on your organization and your employees. Warren Averett’s ESOP accounting and advisory team can help you understand how an ESOP suits your exit and liquidity objectives and guide you through every step of selling your business. Warren Averett is an approved valuation firm for many leading trustees.
Whether your company is partially or fully owned by an ESOP, our advisors can offer insight as your company grows and changes. We’ll help you determine if your existing ESOP is required to have an employee benefit plan audit, assess your risk, navigate income and estate tax implications, analyze your internal controls, address any concerns about stock repurchase obligations or assist with strategically planning a second-stage transaction. Our team can help align your Board of Directors, management teams and fiduciaries and other key stakeholders so you can accomplish your vision for your company.
Make sound financial decisions today so you can protect financial security tomorrow. Connect with one of Warren Averett’s ESOP accounting professionals and business advisors to get the conversation started.
