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
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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.

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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.

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Smart planning starts now.

Let Vizalex show you how today.

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OR Call 866-329-7933 to plan your next steps.

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Vizalex is a marketing name for SJS Consulting, LLC. Any valuation of a client's business that is provided by SJS Consulting, LLC is an informal valuation, and is not intended to be, and may not be used or relied upon as, a fairness, solvency, or similar opinion, or for tax or gifting purposes. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Vizalex, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.