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Case Example

Business type: HVAC service and equipment replacement

Revenue at transition: ~$15M annually

Employees: 53

Transition type: 100% ESOP

Vesting schedule: 3 years

Outcome: Employees became owners, with culture and team intact. Legacy secured.
 

Resources

ESOP Feasibility Guide:
A plain-English overview of how ESOP transitions work, who they're right for, and what the process looks like from valuation through close. Ideal for founders who are just starting to explore their options.


Business Valuation Primer:
Understand what drives the value of your business and what buyers — internal or external — will look at before they make an offer. A starting point for any founder thinking about their exit timeline.

ESOP 101 Fact Sheet - Owners and Advisors

ESOP Fact Sheet - Small Business

ESOP Fact Sheet - Bank

Owner Readiness Quiz

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