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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