In this episode, Jason Miller and Makenzie Wirth examine what can go wrong in an Employee Stock Ownership Plan (ESOP) transaction. From concerns about overpaying for shares to the burden of debt service, unrealistic projections and the momentum that can build during negotiations, this episode unpacks the risks that can make an ESOP feel “off track” and explains what causes those outcomes. They explore the difference between a truly broken deal and one that may need a simple course correction, offering an honest look at warning signs, human dynamics and the importance of a sustainable structure.
The conversation also highlights why thoughtful ESOP planning is essential to achieving the benefits of employee ownership. For business owners evaluating whether employee ownership is right for their company, professional ESOP advisory services can help identify risks, strengthen transaction planning and support more informed decisions throughout the process.
View Doeren Mayhew's ESOP advisory services: https://www.doeren.com/services/advisory/esop-advisory
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