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.
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.
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.
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.
ESOP Association
National Center for Employee Ownership
What is an ESOP?
ESOPS in the U.S.
Economic Power
Let the Vizalex team help your ESOP build and implement a game plan for long-term sustainability.
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"Scott Sernett and his team at Vizalex have been very helpful to me and our staff. They have become an important part of our professional team at Advanced Heat Treat Corp. over the years. They have helped us greatly to integrate our strategic business and personal planning and helped us to perpetuate the family business. I'm confident, if given the chance, Scott and his team will do the same for you and your business." Gary Sharp, CEO/Owner, Advanced Heat Treat Corp.
"Scott Sernett and his team at Vizalex have been very helpful to me and our staff. They have become an important part of our professional team at Advanced Heat Treat Corp. over the years. They have helped us greatly to integrate our strategic business and personal planning and helped us to perpetuate the family business. I'm confident, if given the chance, Scott and his team will do the same for you and your business."
"You want an advisor that is aligned to your best interests and with the specific expertise to address your financial needs. Vizalex and their team can do just that for you, as they have for me." Kevin Harberts, President/CEO, Kryton Engineered Metals
"You want an advisor that is aligned to your best interests and with the specific expertise to address your financial needs. Vizalex and their team can do just that for you, as they have for me."
"Scott Sernett and his team at Vizalex have been excellent partners for us. When you're so busy with work and life, it can be difficult to step back and look at the big picture. Their ability to listen and help us clarify our financial goals has helped balance our focus for both business and personal success. We want our business to be solid and successful, and be able to enjoy time with our kids and grandkids. The planning we've done with Scott and his team has given us peace of mind as we work towards those goals." Jim Landau, President, Landau Food Systems, Inc.
"Scott Sernett and his team at Vizalex have been excellent partners for us. When you're so busy with work and life, it can be difficult to step back and look at the big picture. Their ability to listen and help us clarify our financial goals has helped balance our focus for both business and personal success. We want our business to be solid and successful, and be able to enjoy time with our kids and grandkids. The planning we've done with Scott and his team has given us peace of mind as we work towards those goals."
"Our company struggled for several years attempting to design a workable succession plan. We are a family owned and operated business founded in 1936 whose management team includes third and fourth generation family members. Today, thanks to Vizalex we are approaching the final steps which will meet the needs of all our family members; we are grateful for the help they brought to this challenging process." Stan Poe, Co-Owner, Standard Distribution Co.
"Our company struggled for several years attempting to design a workable succession plan. We are a family owned and operated business founded in 1936 whose management team includes third and fourth generation family members. Today, thanks to Vizalex we are approaching the final steps which will meet the needs of all our family members; we are grateful for the help they brought to this challenging process."
"Strategic, professional advice is critical for success in today's complex world. Scott Sernett and his team at Vizalex can be a great resource professionally, as they have been for me." Larry Pump, CPA
"Strategic, professional advice is critical for success in today's complex world. Scott Sernett and his team at Vizalex can be a great resource professionally, as they have been for me."
Let Vizalex show you how today.
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