EP18 - Mission Impossible - ESOP Feasibility - What to Consider in Your ESOP Planning
This episode will launch a series of ESOP feasibility episodes that bring up some relevant issues related to planning your ESOP. Are you considering a partial or 100 percent ESOP? What will work best for your goals and objectives? We are going to dig into cash flow and the connecting points to modeling a sustainable leveraged ESOP transaction. Assessing entity structure in relationship to the ESOP transaction subject to appropriate limitations. Evaluate the forecast in relationship to multiple areas to qualify the integrity of future cash flows and the company’s ability to repay the debt. These are critical steps in the ESOP planning process. Look for the next episode coming soon in this Mission Impossible series in ESOP feasibility.