In this episode, Jason Miller and Makenzie Wirth dive into the real purpose of ESOP feasibility and why it is far more than just another spreadsheet. They explain what feasibility truly means in an Employee Stock Ownership Plan (ESOP) transaction and walk through the key factors companies should evaluate, from existing debt and entity structure—S corporation versus C corporation—to long-term sustainability. They also discuss how ESOP Planning can help determine whether employee ownership will genuinely benefit the company, its owners, and its employees.
The conversation highlights the Benefits of an ESOP and the Advantages of an ESOP while helping business owners understand the financial and operational considerations behind a successful transition. For companies evaluating their readiness, ESOP Advisory and professional ESOP Advisory Services can provide valuable guidance throughout the feasibility and planning process.
