Personalized ESOP Advisory
Services
What Is An ESOP?
An employee stock ownership plan (ESOP) is a transaction that shifts company ownership from sole or partner ownership to employee ownership. To execute an ESOP transaction, an advisory firm like Bellview Associates facilitates the sale of company ownership, buying out current owners and distributing ownership to employees through employee shares. Once an ESOP transaction is complete, the company is employee-owned, and the previous ownership group has been paid the value of the organization.
Each ESOP advisory firm facilitates transactions in a different way. Many transactions with other firms promise a seemingly attractive buyout to current ownership but fail to pay full value for the company or exercise existing tax benefits. With a history in corporate financial advising and tax law, Bellview Associates structures transactions that maximize value for current ownership, leveraging tax benefits without compromising the company’s future.
With more than forty years of experience, Bellview Associates has worked with clients in nearly every industry. Some transactions helped retiring company owners invest ownership back into the company they founded. Others have consolidated ownership interests to position the organization for growth. Regardless of your organization’s current ownership structure, you may stand to benefit by transitioning to employee ownership.
Partner Buyouts
Creating Opportunity Through Ownership Changes
When it’s time to buy out retiring partners, things like personal liability, succession planning, and after-tax dollars are called into question. We find tailored solutions that use pre-tax dollars and position your organization for effective and lasting succession.
Brief description of the problem.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo.
Trusted with more than $20 billion in deals
Many organizations are solely owned, and when the owner retires, there may not be a clear succession plan. An ESOP transitions ownership to employees actively invested in the organization’s success and provides value to the owner.
Positioning Your Company For Success
Partner Buyouts
Creating Opportunity Through Ownership Changes
When it’s time to buy out retiring partners, things like personal liability, succession planning, and after-tax dollars are called into question. We find tailored solutions that use pre-tax dollars and position your organization for effective and lasting succession.
Tailored transactions where owners receive a
pre-tax, fair value payout, providing a more
sound path to employee ownership.
Brief description of the problem.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo.
Trusted with more than $20 Billion in deals
Partner Buyouts
Creating Opportunity Through Ownership Changes
When it’s time to buy out retiring partners, things like personal liability, succession planning, and after-tax dollars are called into question. We find tailored solutions that use pre-tax dollars and position your organization for effective and lasting succession.
Partner Buyouts
Creating Opportunity Through Ownership Changes
When it’s time to buy out retiring partners, things like personal liability, succession planning, and after-tax dollars are called into question. We find tailored solutions that use pre-tax dollars and position your organization for effective and lasting succession.
Brief description of the problem.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo.
Trusted with more than $20 Billion in deals
Brief description of the problem.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo.
Trusted with more than $20 Billion in deals
Partner Buyouts
Creating Opportunity Through Ownership Changes
When it’s time to buy out retiring partners, things like personal liability, succession planning, and after-tax dollars are called into question. We find tailored solutions that use pre-tax dollars and position your organization for effective and lasting succession.
Partner Buyouts
Creating Opportunity Through Ownership Changes
When it’s time to buy out retiring partners, things like personal liability, succession planning, and after-tax dollars are called into question. We find tailored solutions that use pre-tax dollars and position your organization for effective and lasting succession.
Brief description of the problem.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo.
Trusted with more than $20 Billion in deals
Over the years our advisors have been met with various unique situations, and we have worked to find a tailored solution for each. There is an effective solution to every company restructure, merger, or acquisition. If transitioning to employee ownership is an opportunity you’d like to discuss, contact our team today.
Let’s Explore Your Options
Bringing Wall Street To Every Transaction
Redefining Employee Stock Ownership Plans
Every ESOP is Unique
There is no other business like yours. You have unique leadership, a distinct legacy, and a competitive position to maintain within your industry. If your business doesn’t look like any other, why should your employee stock ownership plan?
The truth is, most ESOP transactions are structured the same way. Current owners receive what seems to be an attractive lump sum up front while the business is left worse off. Not with Bellview Associates.
Instead, our team exercises years of Wall Street expertise to develop a custom ESOP transaction that fits your business. We get to know the intricacies of your organization, your industry, and work closely to develop a transaction that prioritizes your businesses legacy without compromising any value for its ownership.
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CUSTOM ESOP TRANSACTIONS
INDUSTRY SPECIFIC STRATEGIES
LEVERAGING TAX ADVANTAGES
FINANCIAL ADVISORY SERVICES
Our Specialties
PARTNER BUYOUTS
PASSIVE OWNERSHIP
LEGACY PRESERVATION
FAILED OR BROKEN SALES
Problems We’ve Solved
Bringing expertise to your ESOP
Bellview Associates was formed in 2001 to offer:
- High-quality corporate financial advisory services
- Employee benefits advisory work
- Independent, expert advice and transaction implementation
Naturally, Bellview Associates is an employee-owned organization. As such, we have selectively assembled a diverse team of experts from Wall Street offices like Merrill Lynch, Goldman Sachs, and Bridgewater to devise strategies for your business. There’s no 100-person corporate office here, and that’s intentional. Instead, you’ll work with a nimble team of the industry’s greatest financial advisors
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