Share Your Data: The ESOP Transaction Survey
Executive Director
How many ESOPs cost more than $200,000 to establish? How many transactions involve seller financing and warrants? How many professionals and what types do companies typically engage?
No one knows the answers, and an opaque market is a deterrent to potential ESOP transactions. The NCEO requests the help of current ESOP companies to share some core measures of their ESOP transactions, such as the types of service providers involved, the percentage of shares, and the broad cost range.
Complete the survey here. It should take no more than 15 minutes and requires minimal research, if any.
Your responses will be completely confidential, and the NCEO will release only aggregate results to avoid any exposure for individual companies or even small groups of companies.
Our goal is to publish an easy-to-find document that can help business owners considering an ESOP ask the right questions and maximize the chances that they end up with the best transaction for their situation.
Contact Nancy Wiefek ([email protected]; 510-208-1312) with questions.