• ESOP Advisory

Customized exit and liquidity planning, tax strategy and analysis for business owners.

For owners of privately-held businesses, Employee Stock Ownership Plans (ESOPs) provide a flexible option for selling all or a portion of their business. ESOP transactions can be tailored to meet the unique needs of the owner, the business and the employees. Moreover, there are distinct tax advantages for all parties.

The BDO Capital ESOP Advisory team consists of professionals with a wide range of experience in investment banking, tax, valuation, benefits and commercial banking. Our ESOP professionals work closely and collaboratively with your accounting and legal teams to achieve the result everyone wants: a sale that benefits the company, protects your legacy, and provides both you and your employees with the financial rewards you have worked hard to earn.

Our ESOP services include:

  • Feasibility, valuation and tax analyses
  • Assistance with the selection of an ESOP Trustee
  • Capital raising for leveraged ESOPs
  • Benefit plan design and analyses*
  • M&A comparative analyses
  • Tax and accounting*
  • Plan administration*

*Services provided with the assistance of BDO USA, P.C. 

Our advisors can help you better understand how an ESOP may suit your exit and liquidity objectives and guide you through every step of selling your business. 


Thriving Together: The ESOP Advantage Podcast

Curious about the transformative power of ESOPs? Tune in to hear Blake Head, Managing Director at BDO Capital Advisors, share his journey of helping businesses evaluate options for an ownership transition.

Listen Now