Other Recent ESOP Engagements
The formation of a leveraged ESOP that involved the utilization of an Internal Revenue Code (IRC) 1042 "tax-free" rollover transaction by the founding shareholder(s) to capitalize a new domestic operating company.
Financial advisory and valuation services for the formation of a leveraged ESOP to fund a significant bank acquisition transaction.
ESOP feasibility study for a wealth/money management firm to quantify tax benefits to the Company sponsor and selling shareholders.