ESOP Market Services
An ESOP ownership structure is a unique animal. While an ESOP is not for everyone, for the right owners and companies it can be a great thing. However, ESOP-owned companies have very unique challenges to manage, therefore Vizalex offers a few services with features specifically designed for ESOP market clients.
Our ESOP market services will provide you with the clear vision and strategies to ensure the long-term sustainability of your business.
Long-Term Reserve Planning
A long-term reserving program offers a proactive backstop to the company balance sheet for whatever obligations and opportunities may arise. Economic downturns. The loss of a large account holder. Baby Boomers retiring en masse.
- Repurchase obligations
(retirement, diversification, departure and death)
- Deferred compensation plans
(synthetic equity arrangements)
- Emergencies and opportunities
Key Person Incentive Planning
Building a winning team isn’t easy. Maintaining one can be even harder. Creating a multi-faceted incentive plan is an excellent way to hedge against the premature loss of key employees, team leaders and next level managers. And in many cases, having such a plan in place is preferred by lenders and independent trustees.
Key Person Risk Analysis
Every team has its all stars. Yours is no different. But what happens if you lose a top performer suddenly and unexpectedly? A key person risk analysis will provide you with a clear picture of the impact it may have on your business, and create the necessary foundation for building a plan to mitigate loss.